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 | $204,843 | $92,222+122.1% | $76,768+166.8% | $135,375+51.3% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -3.91% | 5.46%-9.4pp | 2.43%-6.3pp | 519.73%-523.6pp |
| Employer contribution / active EE | $5,778 | $3,216+79.7% | $2,485+132.5% | $4,779+20.9% |
| Participant deferral / active EE | $9,601 | $4,509+113.0% | $3,852+149.3% | $5,609+71.2% |
| Admin fee / account holder | $11,163 | $10,748+3.9% | $6,675+67.2% | $10,827+3.1% |