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 | $226,616 | $167,484+35.3% | $151,611+49.5% | $134,475+68.5% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -15.15% | 7.80%-23.0pp | 3.33%-18.5pp | 417.96%-433.1pp |
| Employer contribution / active EE | $11,450 | $6,829+67.7% | $6,166+85.7% | $4,740+141.6% |
| Participant deferral / active EE | $9,227 | $8,986+2.7% | $8,363+10.3% | $6,400+44.2% |
| Admin fee / account holder | $1,266 | $13,783-90.8% | $11,616-89.1% | $11,426-88.9% |