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 | $247,644 | $131,829+87.9% | $108,579+128.1% | $273,961-9.6% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 7.35% | -91.57%+98.9pp | -51.70%+59.0pp | 41.45%-34.1pp |
| Employer contribution / active EE | $4,400 | $4,912-10.4% | $3,758+17.1% | $4,869-9.6% |
| Participant deferral / active EE | $9,682 | $5,127+88.8% | $4,311+124.6% | $5,287+83.1% |
| Admin fee / account holder | $726 | $10,252-92.9% | $7,645-90.5% | $10,132-92.8% |