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 | $182,071 | $167,484+8.7% | $151,611+20.1% | $134,475+35.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -11.87% | 7.80%-19.7pp | 3.33%-15.2pp | 417.96%-429.8pp |
| Employer contribution / active EE | $14,500 | $6,829+112.3% | $6,166+135.2% | $4,740+205.9% |
| Participant deferral / active EE | $16,650 | $8,986+85.3% | $8,363+99.1% | $6,400+160.2% |
| Admin fee / account holder | $266,328 | $13,783+1832.3% | $11,616+2192.8% | $11,426+2230.9% |