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 | $170,734 | $87,540+95.0% | $75,781+125.3% | $125,391+36.2% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.8%+24.2pp | 83.2%+16.8pp |
| Annual return | -2.14% | 13.48%-15.6pp | 9.68%-11.8pp | 282.22%-284.4pp |
| Employer contribution / active EE | $3,488 | $3,930-11.2% | $3,323+5.0% | $4,866-28.3% |
| Participant deferral / active EE | $18,300 | $4,229+332.7% | $3,651+401.2% | $5,352+242.0% |
| Admin fee / account holder | $620 | $6,502-90.5% | $5,299-88.3% | $9,540-93.5% |