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 | $145,730 | $82,286+77.1% | $68,791+111.8% | $134,475+8.4% |
| Participation rate | 92.9% | 75.1%+17.8pp | 69.0%+23.8pp | 81.2%+11.6pp |
| Annual return | -19.84% | -2.19%-17.6pp | -6.38%-13.5pp | 417.96%-437.8pp |
| Employer contribution / active EE | $4,181 | $3,301+26.7% | $2,655+57.5% | $4,740-11.8% |
| Participant deferral / active EE | $10,130 | $4,739+113.8% | $3,941+157.0% | $6,400+58.3% |
| Admin fee / account holder | $20,676 | $6,481+219.0% | $4,932+319.2% | $11,426+81.0% |