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 | $163,674 | $97,881+67.2% | $80,004+104.6% | $125,391+30.5% |
| Participation rate | 90.0% | 77.9%+12.1pp | 73.0%+17.0pp | 83.2%+6.8pp |
| Annual return | -2.67% | 9.36%-12.0pp | 7.63%-10.3pp | 282.22%-284.9pp |
| Employer contribution / active EE | $14,300 | $3,128+357.2% | $2,473+478.3% | $4,866+193.9% |
| Participant deferral / active EE | $10,137 | $3,744+170.7% | $3,204+216.4% | $5,352+89.4% |
| Admin fee / account holder | $4,742 | $6,278-24.5% | $5,033-5.8% | $9,540-50.3% |