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 6-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 | $182,490 | $140,588+29.8% | $123,104+48.2% | $125,391+45.5% |
| Participation rate | 100.0% | 88.2%+11.8pp | 86.8%+13.2pp | 83.2%+16.8pp |
| Annual return | -1.26% | 16.80%-18.1pp | 13.22%-14.5pp | 282.22%-283.5pp |
| Employer contribution / active EE | $37,755 | $6,041+524.9% | $5,151+632.9% | $4,866+675.9% |
| Participant deferral / active EE | $8,154 | $6,980+16.8% | $6,230+30.9% | $5,352+52.4% |
| Admin fee / account holder | $38,821 | $11,198+246.7% | $9,015+330.6% | $9,540+306.9% |