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 | $98,582 | $92,222+6.9% | $76,768+28.4% | $135,375-27.2% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -3.50% | 5.46%-9.0pp | 2.43%-5.9pp | 519.73%-523.2pp |
| Employer contribution / active EE | $12,260 | $3,216+281.2% | $2,485+393.3% | $4,779+156.6% |
| Participant deferral / active EE | $6,175 | $4,509+37.0% | $3,852+60.3% | $5,609+10.1% |
| Admin fee / account holder | $834 | $10,748-92.2% | $6,675-87.5% | $10,827-92.3% |