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 | $135,531 | $113,935+19.0% | $94,224+43.8% | $125,391+8.1% |
| Participation rate | 100.0% | 82.9%+17.1pp | 78.8%+21.2pp | 83.2%+16.8pp |
| Annual return | -0.44% | 5.29%-5.7pp | 10.68%-11.1pp | 282.22%-282.7pp |
| Employer contribution / active EE | $5,831 | $4,727+23.4% | $3,587+62.6% | $4,866+19.8% |
| Participant deferral / active EE | $9,680 | $5,179+86.9% | $4,320+124.1% | $5,352+80.9% |
| Admin fee / account holder | $2,232 | $8,391-73.4% | $6,269-64.4% | $9,540-76.6% |