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 | $244,809 | $211,958+15.5% | $169,463+44.5% | $135,375+80.8% |
| Participation rate | 75.0% | 82.6%-7.6pp | 77.8%-2.8pp | 82.6%-7.6pp |
| Annual return | -1.89% | 3.26%-5.2pp | 1.83%-3.7pp | 519.73%-521.6pp |
| Employer contribution / active EE | $2,527 | $5,120-50.6% | $4,159-39.2% | $4,779-47.1% |
| Participant deferral / active EE | $9,003 | $6,075+48.2% | $5,277+70.6% | $5,609+60.5% |
| Admin fee / account holder | $460 | $11,471-96.0% | $9,109-95.0% | $10,827-95.8% |