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 | $159,889 | $97,044+64.8% | $83,333+91.9% | $135,375+18.1% |
| Participation rate | 93.8% | 80.4%+13.3pp | 77.8%+16.0pp | 82.6%+11.1pp |
| Annual return | -6.17% | 12.31%-18.5pp | 10.63%-16.8pp | 519.73%-525.9pp |
| Employer contribution / active EE | $1,192 | $4,143-71.2% | $3,379-64.7% | $4,779-75.1% |
| Participant deferral / active EE | $9,762 | $5,964+63.7% | $5,565+75.4% | $5,609+74.0% |
| Admin fee / account holder | $42,300 | $8,380+404.8% | $7,510+463.2% | $10,827+290.7% |