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 | $135,780 | $227,553-40.3% | $189,557-28.4% | $167,490-18.9% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 10.53% | 78.40%-67.9pp | 64.17%-53.6pp | 478.56%-468.0pp |
| Employer contribution / active EE | $17,745 | $5,316+233.8% | $4,412+302.2% | $4,837+266.8% |
| Participant deferral / active EE | $17,599 | $7,002+151.3% | $6,174+185.1% | $6,341+177.5% |
| Admin fee / account holder | $8,159 | $11,878-31.3% | $9,807-16.8% | $12,309-33.7% |