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 | $90,669 | $105,860-14.4% | $90,749-0.1% | $134,475-32.6% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | 9.09% | -11.01%+20.1pp | -12.16%+21.3pp | 417.96%-408.9pp |
| Employer contribution / active EE | $8,163 | $3,462+135.8% | $2,921+179.5% | $4,740+72.2% |
| Participant deferral / active EE | $7,716 | $5,216+47.9% | $4,564+69.1% | $6,400+20.6% |
| Admin fee / account holder | $25,982 | $13,938+86.4% | $8,445+207.7% | $11,426+127.4% |