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 | $195,537 | $69,518+181.3% | $59,878+226.6% | $135,375+44.4% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.7%+25.3pp | 82.6%+17.4pp |
| Annual return | -3.80% | 7.94%-11.7pp | 3.46%-7.3pp | 519.73%-523.5pp |
| Employer contribution / active EE | $12,710 | $3,235+292.9% | $2,722+367.0% | $4,779+166.0% |
| Participant deferral / active EE | $16,857 | $4,206+300.8% | $3,402+395.5% | $5,609+200.5% |
| Admin fee / account holder | $5,757 | $5,734+0.4% | $3,590+60.4% | $10,827-46.8% |