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 | $107,989 | $97,044+11.3% | $83,333+29.6% | $135,375-20.2% |
| Participation rate | 100.0% | 80.4%+19.6pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -3.19% | 12.31%-15.5pp | 10.63%-13.8pp | 519.73%-522.9pp |
| Employer contribution / active EE | $9,193 | $4,143+121.9% | $3,379+172.1% | $4,779+92.4% |
| Participant deferral / active EE | $9,391 | $5,964+57.5% | $5,565+68.8% | $5,609+67.4% |
| Admin fee / account holder | $41,391 | $8,380+394.0% | $7,510+451.1% | $10,827+282.3% |