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 | $172,501 | $97,044+77.8% | $83,333+107.0% | $135,375+27.4% |
| Participation rate | 100.0% | 80.4%+19.6pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -7.11% | 12.31%-19.4pp | 10.63%-17.7pp | 519.73%-526.8pp |
| Employer contribution / active EE | $4,983 | $4,143+20.3% | $3,379+47.5% | $4,779+4.3% |
| Participant deferral / active EE | $8,966 | $5,964+50.3% | $5,565+61.1% | $5,609+59.8% |
| Admin fee / account holder | $567 | $8,380-93.2% | $7,510-92.5% | $10,827-94.8% |