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 | $207,523 | $167,484+23.9% | $151,611+36.9% | $134,475+54.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -9.08% | 7.80%-16.9pp | 3.33%-12.4pp | 417.96%-427.0pp |
| Employer contribution / active EE | $15,266 | $6,829+123.5% | $6,166+147.6% | $4,740+222.1% |
| Participant deferral / active EE | $6,507 | $8,986-27.6% | $8,363-22.2% | $6,400+1.7% |
| Admin fee / account holder | $2,829 | $13,783-79.5% | $11,616-75.6% | $11,426-75.2% |