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 | $220,867 | $167,484+31.9% | $151,611+45.7% | $134,475+64.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -6.02% | 7.80%-13.8pp | 3.33%-9.3pp | 417.96%-424.0pp |
| Employer contribution / active EE | $1,651 | $6,829-75.8% | $6,166-73.2% | $4,740-65.2% |
| Participant deferral / active EE | $17,350 | $8,986+93.1% | $8,363+107.5% | $6,400+171.1% |
| Admin fee / account holder | $14,178 | $13,783+2.9% | $11,616+22.1% | $11,426+24.1% |