See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $212,690 | $42,383+401.8% | $76,523+177.9% | $64,186+231.4% |
| Participation rate | 84.6% | 58.1%+26.5pp | 68.0%+16.6pp | 69.6%+15.0pp |
| Annual return | -8.41% | -16.54%+8.1pp | -0.27%-8.1pp | 7.63%-16.0pp |
| Employer contribution / active EE | $6,548 | $1,563+318.9% | $2,647+147.3% | $2,381+175.0% |
| Participant deferral / active EE | $10,008 | $2,566+290.0% | $3,835+160.9% | $3,470+188.4% |
| Admin fee / account holder | $29,095 | $3,198+809.8% | $4,848+500.1% | $4,888+495.2% |