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 | $164,558 | $92,222+78.4% | $76,768+114.4% | $135,375+21.6% |
| Participation rate | 94.1% | 79.8%+14.4pp | 77.0%+17.2pp | 82.6%+11.5pp |
| Annual return | -6.98% | 5.46%-12.4pp | 2.43%-9.4pp | 519.73%-526.7pp |
| Employer contribution / active EE | $3,729 | $3,216+16.0% | $2,485+50.1% | $4,779-22.0% |
| Participant deferral / active EE | $8,949 | $4,509+98.5% | $3,852+132.3% | $5,609+59.5% |
| Admin fee / account holder | $1,484 | $10,748-86.2% | $6,675-77.8% | $10,827-86.3% |