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 | $211,201 | $92,222+129.0% | $76,768+175.1% | $135,375+56.0% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -3.80% | 5.46%-9.3pp | 2.43%-6.2pp | 519.73%-523.5pp |
| Employer contribution / active EE | $2,970 | $3,216-7.6% | $2,485+19.5% | $4,779-37.8% |
| Participant deferral / active EE | $11,799 | $4,509+161.7% | $3,852+206.3% | $5,609+110.4% |
| Admin fee / account holder | $1,032 | $10,748-90.4% | $6,675-84.5% | $10,827-90.5% |