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 | $201,041 | $93,024+116.1% | $77,024+161.0% | $134,475+49.5% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -17.35% | 62.60%-79.9pp | 42.32%-59.7pp | 417.96%-435.3pp |
| Employer contribution / active EE | $22,224 | $3,418+550.2% | $2,812+690.3% | $4,740+368.9% |
| Participant deferral / active EE | $3,450 | $5,238-34.1% | $4,426-22.1% | $6,400-46.1% |
| Admin fee / account holder | $5,653 | $6,944-18.6% | $5,425+4.2% | $11,426-50.5% |