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 | $185,446 | $100,754+84.1% | $86,677+114.0% | $134,475+37.9% |
| Participation rate | 80.0% | 78.9%+1.1pp | 76.6%+3.4pp | 81.2%-1.2pp |
| Annual return | -18.81% | 29.04%-47.8pp | 35.91%-54.7pp | 417.96%-436.8pp |
| Employer contribution / active EE | $4,051 | $3,489+16.1% | $2,836+42.8% | $4,740-14.5% |
| Participant deferral / active EE | $8,849 | $5,338+65.8% | $4,656+90.1% | $6,400+38.3% |
| Admin fee / account holder | $575 | $10,926-94.7% | $7,493-92.3% | $11,426-95.0% |