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 | $190,479 | $85,790+122.0% | $67,313+183.0% | $135,375+40.7% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -2.27% | -0.54%-1.7pp | -4.08%+1.8pp | 519.73%-522.0pp |
| Employer contribution / active EE | $16,000 | $3,487+358.8% | $2,566+523.6% | $4,779+234.8% |
| Participant deferral / active EE | $12,162 | $4,651+161.5% | $3,568+240.8% | $5,609+116.8% |
| Admin fee / account holder | $6,587 | $6,392+3.0% | $4,507+46.2% | $10,827-39.2% |