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 | $124,421 | $97,044+28.2% | $83,333+49.3% | $135,375-8.1% |
| Participation rate | 100.0% | 80.4%+19.6pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -3.15% | 12.31%-15.5pp | 10.63%-13.8pp | 519.73%-522.9pp |
| Employer contribution / active EE | $2,116 | $4,143-48.9% | $3,379-37.4% | $4,779-55.7% |
| Participant deferral / active EE | $9,818 | $5,964+64.6% | $5,565+76.4% | $5,609+75.0% |
| Admin fee / account holder | $2,137 | $8,380-74.5% | $7,510-71.5% | $10,827-80.3% |