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 | $141,734 | $131,829+7.5% | $108,579+30.5% | $273,961-48.3% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 5.32% | -91.57%+96.9pp | -51.70%+57.0pp | 41.45%-36.1pp |
| Employer contribution / active EE | $8,281 | $4,912+68.6% | $3,758+120.3% | $4,869+70.1% |
| Participant deferral / active EE | $7,828 | $5,127+52.7% | $4,311+81.6% | $5,287+48.1% |
| Admin fee / account holder | $4,059 | $10,252-60.4% | $7,645-46.9% | $10,132-59.9% |