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 | $174,664 | $127,100+37.4% | $105,738+65.2% | $135,375+29.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 76.3%+23.7pp | 82.6%+17.4pp |
| Annual return | -3.98% | 4.49%-8.5pp | 6.27%-10.3pp | 519.73%-523.7pp |
| Employer contribution / active EE | $7,707 | $4,107+87.7% | $3,268+135.8% | $4,779+61.3% |
| Participant deferral / active EE | $9,600 | $5,064+89.6% | $4,080+135.3% | $5,609+71.2% |
| Admin fee / account holder | $1,004 | $9,087-89.0% | $6,913-85.5% | $10,827-90.7% |