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 | $194,680 | $167,484+16.2% | $151,611+28.4% | $134,475+44.8% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -10.50% | 7.80%-18.3pp | 3.33%-13.8pp | 417.96%-428.5pp |
| Employer contribution / active EE | $2,619 | $6,829-61.7% | $6,166-57.5% | $4,740-44.8% |
| Participant deferral / active EE | $5,673 | $8,986-36.9% | $8,363-32.2% | $6,400-11.4% |
| Admin fee / account holder | $8,256 | $13,783-40.1% | $11,616-28.9% | $11,426-27.7% |