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 | $172,197 | $95,862+79.6% | $79,550+116.5% | $134,475+28.1% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -17.34% | -2.69%-14.7pp | 0.16%-17.5pp | 417.96%-435.3pp |
| Employer contribution / active EE | $3,519 | $3,128+12.5% | $2,413+45.8% | $4,740-25.8% |
| Participant deferral / active EE | $6,651 | $4,693+41.7% | $3,985+66.9% | $6,400+3.9% |
| Admin fee / account holder | $1,203 | $9,126-86.8% | $6,832-82.4% | $11,426-89.5% |