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 | $202,765 | $92,222+119.9% | $76,768+164.1% | $135,375+49.8% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -4.81% | 5.46%-10.3pp | 2.43%-7.2pp | 519.73%-524.5pp |
| Employer contribution / active EE | $6,167 | $3,216+91.8% | $2,485+148.1% | $4,779+29.0% |
| Participant deferral / active EE | $6,421 | $4,509+42.4% | $3,852+66.7% | $5,609+14.5% |
| Admin fee / account holder | $12,781 | $10,748+18.9% | $6,675+91.5% | $10,827+18.0% |