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 | $198,288 | $167,484+18.4% | $151,611+30.8% | $134,475+47.5% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -18.38% | 7.80%-26.2pp | 3.33%-21.7pp | 417.96%-436.3pp |
| Employer contribution / active EE | $11,324 | $6,829+65.8% | $6,166+83.7% | $4,740+138.9% |
| Participant deferral / active EE | $12,792 | $8,986+42.4% | $8,363+53.0% | $6,400+99.9% |
| Admin fee / account holder | $375 | $13,783-97.3% | $11,616-96.8% | $11,426-96.7% |