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 | $203,498 | $99,032+105.5% | $80,019+154.3% | $135,375+50.3% |
| Participation rate | 100.0% | 78.4%+21.6pp | 75.8%+24.2pp | 82.6%+17.4pp |
| Annual return | -1.19% | 15.39%-16.6pp | 11.22%-12.4pp | 519.73%-520.9pp |
| Employer contribution / active EE | $16,333 | $3,043+436.7% | $2,468+561.8% | $4,779+241.8% |
| Participant deferral / active EE | $5,000 | $4,282+16.8% | $3,686+35.7% | $5,609-10.9% |
| Admin fee / account holder | $385,599 | $10,436+3595.0% | $6,521+5813.4% | $10,827+3461.4% |