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 | $198,165 | $81,900+142.0% | $119,609+65.7% | $68,494+189.3% |
| Participation rate | 100.0% | 71.9%+28.1pp | 79.3%+20.7pp | 67.9%+32.1pp |
| Annual return | -16.60% | -23.82%+7.2pp | -14.97%-1.6pp | -7.84%-8.8pp |
| Employer contribution / active EE | $13,125 | $2,693+387.3% | $4,232+210.1% | $2,596+405.5% |
| Participant deferral / active EE | $10,869 | $4,148+162.1% | $5,602+94.0% | $4,027+169.9% |
| Admin fee / account holder | $4,436 | $6,582-32.6% | $10,323-57.0% | $5,403-17.9% |