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 | $200,032 | $100,754+98.5% | $86,677+130.8% | $134,475+48.8% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -18.60% | 29.04%-47.6pp | 35.91%-54.5pp | 417.96%-436.6pp |
| Employer contribution / active EE | $4,841 | $3,489+38.7% | $2,836+70.7% | $4,740+2.1% |
| Participant deferral / active EE | $6,305 | $5,338+18.1% | $4,656+35.4% | $6,400-1.5% |
| Admin fee / account holder | $1,371 | $10,926-87.5% | $7,493-81.7% | $11,426-88.0% |