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 | $187,608 | $167,307+12.1% | $143,757+30.5% | $134,475+39.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -6.34% | 0.46%-6.8pp | -0.04%-6.3pp | 417.96%-424.3pp |
| Employer contribution / active EE | $7,569 | $5,619+34.7% | $4,951+52.9% | $4,740+59.7% |
| Participant deferral / active EE | $6,225 | $6,446-3.4% | $5,637+10.4% | $6,400-2.7% |
| Admin fee / account holder | $5,612 | $18,088-69.0% | $14,673-61.8% | $11,426-50.9% |