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 | $170,226 | $105,860+60.8% | $90,749+87.6% | $134,475+26.6% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -5.36% | -11.01%+5.7pp | -12.16%+6.8pp | 417.96%-423.3pp |
| Employer contribution / active EE | $9,921 | $3,462+186.5% | $2,921+239.6% | $4,740+109.3% |
| Participant deferral / active EE | $9,473 | $5,216+81.6% | $4,564+107.6% | $6,400+48.0% |
| Admin fee / account holder | $1,268 | $13,938-90.9% | $8,445-85.0% | $11,426-88.9% |