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 | $136,469 | $95,193+43.4% | $76,523+78.3% | $135,375+0.8% |
| Participation rate | 100.0% | 74.4%+25.6pp | 68.0%+32.0pp | 82.6%+17.4pp |
| Annual return | -4.99% | 4.85%-9.8pp | -0.27%-4.7pp | 519.73%-524.7pp |
| Employer contribution / active EE | $4,930 | $3,302+49.3% | $2,647+86.3% | $4,779+3.2% |
| Participant deferral / active EE | $1,690 | $4,639-63.6% | $3,835-55.9% | $5,609-69.9% |
| Admin fee / account holder | $6,107 | $6,249-2.3% | $4,848+26.0% | $10,827-43.6% |