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 | $236,606 | $69,518+240.4% | $59,878+295.1% | $135,375+74.8% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.7%+25.3pp | 82.6%+17.4pp |
| Annual return | -6.14% | 7.94%-14.1pp | 3.46%-9.6pp | 519.73%-525.9pp |
| Employer contribution / active EE | $10,131 | $3,235+213.2% | $2,722+272.2% | $4,779+112.0% |
| Participant deferral / active EE | $7,528 | $4,206+79.0% | $3,402+121.3% | $5,609+34.2% |
| Admin fee / account holder | $10,351 | $5,734+80.5% | $3,590+188.3% | $10,827-4.4% |