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 | $183,054 | $99,032+84.8% | $80,019+128.8% | $135,375+35.2% |
| Participation rate | 100.0% | 78.4%+21.6pp | 75.8%+24.2pp | 82.6%+17.4pp |
| Annual return | 0.26% | 15.39%-15.1pp | 11.22%-11.0pp | 519.73%-519.5pp |
| Employer contribution / active EE | $5,173 | $3,043+70.0% | $2,468+109.6% | $4,779+8.3% |
| Participant deferral / active EE | $22,000 | $4,282+413.8% | $3,686+496.9% | $5,609+292.2% |
| Admin fee / account holder | $591 | $10,436-94.3% | $6,521-90.9% | $10,827-94.5% |