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 | $226,911 | $100,754+125.2% | $86,677+161.8% | $134,475+68.7% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -16.23% | 29.04%-45.3pp | 35.91%-52.1pp | 417.96%-434.2pp |
| Employer contribution / active EE | $3,002 | $3,489-14.0% | $2,836+5.8% | $4,740-36.7% |
| Participant deferral / active EE | $6,462 | $5,338+21.1% | $4,656+38.8% | $6,400+1.0% |
| Admin fee / account holder | $311 | $10,926-97.2% | $7,493-95.8% | $11,426-97.3% |