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 | $147,341 | $113,935+29.3% | $94,224+56.4% | $125,391+17.5% |
| Participation rate | 100.0% | 82.9%+17.1pp | 78.8%+21.2pp | 83.2%+16.8pp |
| Annual return | -3.18% | 5.29%-8.5pp | 10.68%-13.9pp | 282.22%-285.4pp |
| Employer contribution / active EE | $14,784 | $4,727+212.8% | $3,587+312.2% | $4,866+203.8% |
| Participant deferral / active EE | $9,667 | $5,179+86.7% | $4,320+123.8% | $5,352+80.6% |
| Admin fee / account holder | $1,233 | $8,391-85.3% | $6,269-80.3% | $9,540-87.1% |