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 | $180,282 | $117,690+53.2% | $71,735+151.3% | $134,475+34.1% |
| Participation rate | 100.0% | 68.8%+31.2pp | 62.3%+37.7pp | 81.2%+18.8pp |
| Annual return | -10.40% | 25.44%-35.8pp | 9.14%-19.5pp | 417.96%-428.4pp |
| Employer contribution / active EE | $2,617 | $2,525+3.6% | $1,704+53.6% | $4,740-44.8% |
| Participant deferral / active EE | $5,321 | $3,759+41.5% | $2,658+100.2% | $6,400-16.9% |
| Admin fee / account holder | $6,167 | $6,379-3.3% | $3,974+55.2% | $11,426-46.0% |