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 | $231,649 | $211,958+9.3% | $169,463+36.7% | $135,375+71.1% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -1.95% | 3.26%-5.2pp | 1.83%-3.8pp | 519.73%-521.7pp |
| Employer contribution / active EE | $4,804 | $5,120-6.2% | $4,159+15.5% | $4,779+0.5% |
| Participant deferral / active EE | $11,522 | $6,075+89.7% | $5,277+118.3% | $5,609+105.4% |
| Admin fee / account holder | $43,814 | $11,471+282.0% | $9,109+381.0% | $10,827+304.7% |