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 | $234,078 | $100,754+132.3% | $86,677+170.1% | $134,475+74.1% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -15.17% | 29.04%-44.2pp | 35.91%-51.1pp | 417.96%-433.1pp |
| Employer contribution / active EE | $4,338 | $3,489+24.3% | $2,836+52.9% | $4,740-8.5% |
| Participant deferral / active EE | $10,642 | $5,338+99.4% | $4,656+128.6% | $6,400+66.3% |
| Admin fee / account holder | $1,614 | $10,926-85.2% | $7,493-78.5% | $11,426-85.9% |