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 | $182,161 | $95,193+91.4% | $76,523+138.0% | $135,375+34.6% |
| Participation rate | 100.0% | 74.4%+25.6pp | 68.0%+32.0pp | 82.6%+17.4pp |
| Annual return | -5.65% | 4.85%-10.5pp | -0.27%-5.4pp | 519.73%-525.4pp |
| Employer contribution / active EE | $4,033 | $3,302+22.1% | $2,647+52.3% | $4,779-15.6% |
| Participant deferral / active EE | $6,074 | $4,639+30.9% | $3,835+58.4% | $5,609+8.3% |
| Admin fee / account holder | $9,816 | $6,249+57.1% | $4,848+102.5% | $10,827-9.3% |