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 | $228,959 | $97,044+135.9% | $83,333+174.8% | $135,375+69.1% |
| Participation rate | 100.0% | 80.4%+19.6pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -6.89% | 12.31%-19.2pp | 10.63%-17.5pp | 519.73%-526.6pp |
| Employer contribution / active EE | $10,910 | $4,143+163.3% | $3,379+222.9% | $4,779+128.3% |
| Participant deferral / active EE | $7,240 | $5,964+21.4% | $5,565+30.1% | $5,609+29.1% |
| Admin fee / account holder | $21,727 | $8,380+159.3% | $7,510+189.3% | $10,827+100.7% |