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 | $220,172 | $167,484+31.5% | $151,611+45.2% | $134,475+63.7% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -16.25% | 7.80%-24.1pp | 3.33%-19.6pp | 417.96%-434.2pp |
| Employer contribution / active EE | $12,498 | $6,829+83.0% | $6,166+102.7% | $4,740+163.7% |
| Participant deferral / active EE | $9,096 | $8,986+1.2% | $8,363+8.8% | $6,400+42.1% |
| Admin fee / account holder | $1,095 | $13,783-92.1% | $11,616-90.6% | $11,426-90.4% |