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 | $179,383 | $92,222+94.5% | $76,768+133.7% | $135,375+32.5% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -2.94% | 5.46%-8.4pp | 2.43%-5.4pp | 519.73%-522.7pp |
| Employer contribution / active EE | $9,225 | $3,216+186.9% | $2,485+271.2% | $4,779+93.0% |
| Participant deferral / active EE | $4,853 | $4,509+7.6% | $3,852+26.0% | $5,609-13.5% |
| Admin fee / account holder | $28,341 | $10,748+163.7% | $6,675+324.6% | $10,827+161.8% |