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 | $217,333 | $82,032+164.9% | $123,104+76.5% | $59,632+264.5% |
| Participation rate | 100.0% | 83.2%+16.8pp | 86.8%+13.2pp | 68.7%+31.3pp |
| Annual return | -1.65% | 5.12%-6.8pp | 13.22%-14.9pp | 2041.28%-2042.9pp |
| Employer contribution / active EE | $22,404 | $3,297+579.6% | $5,151+334.9% | $2,203+917.1% |
| Participant deferral / active EE | $12,121 | $4,667+159.8% | $6,230+94.6% | $3,192+279.8% |
| Admin fee / account holder | $12,132 | $5,881+106.3% | $9,015+34.6% | $4,297+182.3% |