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 | $192,283 | $97,044+98.1% | $83,333+130.7% | $135,375+42.0% |
| Participation rate | 100.0% | 80.4%+19.6pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -8.82% | 12.31%-21.1pp | 10.63%-19.5pp | 519.73%-528.6pp |
| Employer contribution / active EE | $5,752 | $4,143+38.8% | $3,379+70.3% | $4,779+20.4% |
| Participant deferral / active EE | $12,050 | $5,964+102.0% | $5,565+116.5% | $5,609+114.8% |
| Admin fee / account holder | $1,256 | $8,380-85.0% | $7,510-83.3% | $10,827-88.4% |