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 | $211,533 | $131,829+60.5% | $108,579+94.8% | $273,961-22.8% |
| Participation rate | 80.0% | 83.5%-3.5pp | 79.6%+0.4pp | 83.0%-3.0pp |
| Annual return | 6.88% | -91.57%+98.4pp | -51.70%+58.6pp | 41.45%-34.6pp |
| Employer contribution / active EE | $1,151 | $4,912-76.6% | $3,758-69.4% | $4,869-76.4% |
| Participant deferral / active EE | $2,302 | $5,127-55.1% | $4,311-46.6% | $5,287-56.5% |
| Admin fee / account holder | $128,500 | $10,252+1153.4% | $7,645+1580.8% | $10,132+1168.3% |