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 | $149,530 | $97,044+54.1% | $83,333+79.4% | $135,375+10.5% |
| Participation rate | 87.5% | 80.4%+7.1pp | 77.8%+9.7pp | 82.6%+4.9pp |
| Annual return | -7.45% | 12.31%-19.8pp | 10.63%-18.1pp | 519.73%-527.2pp |
| Employer contribution / active EE | $4,490 | $4,143+8.4% | $3,379+32.9% | $4,779-6.1% |
| Participant deferral / active EE | $13,972 | $5,964+134.3% | $5,565+151.1% | $5,609+149.1% |
| Admin fee / account holder | $975 | $8,380-88.4% | $7,510-87.0% | $10,827-91.0% |