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 | $222,927 | $167,484+33.1% | $151,611+47.0% | $134,475+65.8% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -18.50% | 7.80%-26.3pp | 3.33%-21.8pp | 417.96%-436.5pp |
| Employer contribution / active EE | $6,179 | $6,829-9.5% | $6,166+0.2% | $4,740+30.4% |
| Participant deferral / active EE | $19,730 | $8,986+119.6% | $8,363+135.9% | $6,400+208.3% |
| Admin fee / account holder | $3,079 | $13,783-77.7% | $11,616-73.5% | $11,426-73.1% |