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 | $217,373 | $81,900+165.4% | $119,609+81.7% | $68,494+217.4% |
| Participation rate | 95.0% | 71.9%+23.1pp | 79.3%+15.7pp | 67.9%+27.1pp |
| Annual return | -10.47% | -23.82%+13.4pp | -14.97%+4.5pp | -7.84%-2.6pp |
| Employer contribution / active EE | $14,620 | $2,693+442.8% | $4,232+245.5% | $2,596+463.1% |
| Participant deferral / active EE | $3,230 | $4,148-22.1% | $5,602-42.3% | $4,027-19.8% |
| Admin fee / account holder | $39,856 | $6,582+505.6% | $10,323+286.1% | $5,403+637.7% |