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 | $183,669 | $95,862+91.6% | $79,550+130.9% | $134,475+36.6% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -11.02% | -2.69%-8.3pp | 0.16%-11.2pp | 417.96%-429.0pp |
| Employer contribution / active EE | $2,673 | $3,128-14.5% | $2,413+10.8% | $4,740-43.6% |
| Participant deferral / active EE | $2,314 | $4,693-50.7% | $3,985-41.9% | $6,400-63.8% |
| Admin fee / account holder | $951 | $9,126-89.6% | $6,832-86.1% | $11,426-91.7% |