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 | $173,397 | $113,935+52.2% | $94,224+84.0% | $125,391+38.3% |
| Participation rate | 100.0% | 82.9%+17.1pp | 78.8%+21.2pp | 83.2%+16.8pp |
| Annual return | -2.27% | 5.29%-7.6pp | 10.68%-13.0pp | 282.22%-284.5pp |
| Employer contribution / active EE | $1,472 | $4,727-68.9% | $3,587-59.0% | $4,866-69.7% |
| Participant deferral / active EE | $9,600 | $5,179+85.4% | $4,320+122.2% | $5,352+79.4% |
| Admin fee / account holder | $12,365 | $8,391+47.4% | $6,269+97.2% | $9,540+29.6% |