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 | $145,517 | $95,862+51.8% | $79,550+82.9% | $134,475+8.2% |
| Participation rate | 87.5% | 75.0%+12.5pp | 69.5%+18.0pp | 81.2%+6.3pp |
| Annual return | -19.53% | -2.69%-16.8pp | 0.16%-19.7pp | 417.96%-437.5pp |
| Employer contribution / active EE | $1,299 | $3,128-58.5% | $2,413-46.2% | $4,740-72.6% |
| Participant deferral / active EE | $3,691 | $4,693-21.4% | $3,985-7.4% | $6,400-42.3% |
| Admin fee / account holder | $1,812 | $9,126-80.1% | $6,832-73.5% | $11,426-84.1% |