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 | $128,182 | $87,705+46.2% | $63,517+101.8% | $125,391+2.2% |
| Participation rate | 100.0% | 77.0%+23.0pp | 71.0%+29.0pp | 83.2%+16.8pp |
| Annual return | 0.31% | 21.70%-21.4pp | -70.30%+70.6pp | 282.22%-281.9pp |
| Employer contribution / active EE | $2,581 | $3,601-28.3% | $2,322+11.1% | $4,866-47.0% |
| Participant deferral / active EE | $9,971 | $3,939+153.1% | $2,953+237.6% | $5,352+86.3% |
| Admin fee / account holder | $3,974 | $11,948-66.7% | $5,892-32.5% | $9,540-58.3% |