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 | $113,585 | $97,044+17.0% | $83,333+36.3% | $135,375-16.1% |
| Participation rate | 100.0% | 80.4%+19.6pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -1.80% | 12.31%-14.1pp | 10.63%-12.4pp | 519.73%-521.5pp |
| Employer contribution / active EE | $2,734 | $4,143-34.0% | $3,379-19.1% | $4,779-42.8% |
| Participant deferral / active EE | $5,778 | $5,964-3.1% | $5,565+3.8% | $5,609+3.0% |
| Admin fee / account holder | $1,124 | $8,380-86.6% | $7,510-85.0% | $10,827-89.6% |