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 | $186,729 | $100,754+85.3% | $86,677+115.4% | $134,475+38.9% |
| Participation rate | 92.3% | 78.9%+13.4pp | 76.6%+15.7pp | 81.2%+11.1pp |
| Annual return | -17.84% | 29.04%-46.9pp | 35.91%-53.8pp | 417.96%-435.8pp |
| Employer contribution / active EE | $3,113 | $3,489-10.8% | $2,836+9.8% | $4,740-34.3% |
| Participant deferral / active EE | $9,474 | $5,338+77.5% | $4,656+103.5% | $6,400+48.0% |
| Admin fee / account holder | $2,686 | $10,926-75.4% | $7,493-64.2% | $11,426-76.5% |