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 | $176,178 | $127,386+38.3% | $115,037+53.1% | $125,391+40.5% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -3.04% | 31.28%-34.3pp | 26.14%-29.2pp | 282.22%-285.3pp |
| Employer contribution / active EE | $10,208 | $5,166+97.6% | $4,608+121.5% | $4,866+109.8% |
| Participant deferral / active EE | $10,469 | $6,423+63.0% | $6,026+73.7% | $5,352+95.6% |
| Admin fee / account holder | $4,316 | $9,516-54.7% | $8,175-47.2% | $9,540-54.8% |