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 | $184,284 | $95,193+93.6% | $76,523+140.8% | $135,375+36.1% |
| Participation rate | 100.0% | 74.4%+25.6pp | 68.0%+32.0pp | 82.6%+17.4pp |
| Annual return | -8.09% | 4.85%-12.9pp | -0.27%-7.8pp | 519.73%-527.8pp |
| Employer contribution / active EE | $8,753 | $3,302+165.0% | $2,647+230.6% | $4,779+83.2% |
| Participant deferral / active EE | $6,388 | $4,639+37.7% | $3,835+66.5% | $5,609+13.9% |
| Admin fee / account holder | $1,897 | $6,249-69.6% | $4,848-60.9% | $10,827-82.5% |