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 | $209,014 | $129,942+60.9% | $104,294+100.4% | $134,475+55.4% |
| Participation rate | 100.0% | 79.5%+20.5pp | 73.3%+26.7pp | 81.2%+18.8pp |
| Annual return | -11.47% | 42.03%-53.5pp | 24.61%-36.1pp | 417.96%-429.4pp |
| Employer contribution / active EE | $14,783 | $4,184+253.3% | $3,372+338.4% | $4,740+211.9% |
| Participant deferral / active EE | $15,171 | $5,588+171.5% | $4,625+228.0% | $6,400+137.0% |
| Admin fee / account holder | $3,417 | $9,323-63.3% | $7,339-53.4% | $11,426-70.1% |