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 | $170,390 | $92,222+84.8% | $76,768+122.0% | $135,375+25.9% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -1.16% | 5.46%-6.6pp | 2.43%-3.6pp | 519.73%-520.9pp |
| Employer contribution / active EE | $2,358 | $3,216-26.7% | $2,485-5.1% | $4,779-50.7% |
| Participant deferral / active EE | $7,024 | $4,509+55.8% | $3,852+82.4% | $5,609+25.2% |
| Admin fee / account holder | $18,882 | $10,748+75.7% | $6,675+182.9% | $10,827+74.4% |