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 | $180,449 | $129,942+38.9% | $104,294+73.0% | $134,475+34.2% |
| Participation rate | 100.0% | 79.5%+20.5pp | 73.3%+26.7pp | 81.2%+18.8pp |
| Annual return | -18.22% | 42.03%-60.3pp | 24.61%-42.8pp | 417.96%-436.2pp |
| Employer contribution / active EE | $799 | $4,184-80.9% | $3,372-76.3% | $4,740-83.1% |
| Participant deferral / active EE | $3,750 | $5,588-32.9% | $4,625-18.9% | $6,400-41.4% |
| Admin fee / account holder | $1,642 | $9,323-82.4% | $7,339-77.6% | $11,426-85.6% |