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 | $176,151 | $167,484+5.2% | $151,611+16.2% | $134,475+31.0% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -13.54% | 7.80%-21.3pp | 3.33%-16.9pp | 417.96%-431.5pp |
| Employer contribution / active EE | $4,349 | $6,829-36.3% | $6,166-29.5% | $4,740-8.2% |
| Participant deferral / active EE | $9,408 | $8,986+4.7% | $8,363+12.5% | $6,400+47.0% |
| Admin fee / account holder | $783 | $13,783-94.3% | $11,616-93.3% | $11,426-93.1% |