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 | $211,184 | $78,694+168.4% | $67,652+212.2% | $125,391+68.4% |
| Participation rate | 100.0% | 78.8%+21.2pp | 75.7%+24.3pp | 83.2%+16.8pp |
| Annual return | -1.27% | 9.46%-10.7pp | 6625.04%-6626.3pp | 282.22%-283.5pp |
| Employer contribution / active EE | $1,429 | $3,044-53.1% | $2,266-36.9% | $4,866-70.6% |
| Participant deferral / active EE | $6,819 | $4,292+58.9% | $3,560+91.5% | $5,352+27.4% |
| Admin fee / account holder | $12,511 | $7,403+69.0% | $4,821+159.5% | $9,540+31.1% |