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 | $161,054 | $131,829+22.2% | $108,579+48.3% | $273,961-41.2% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 6.20% | -91.57%+97.8pp | -51.70%+57.9pp | 41.45%-35.3pp |
| Employer contribution / active EE | $2,870 | $4,912-41.6% | $3,758-23.6% | $4,869-41.1% |
| Participant deferral / active EE | $7,394 | $5,127+44.2% | $4,311+71.5% | $5,287+39.8% |
| Admin fee / account holder | $2,307 | $10,252-77.5% | $7,645-69.8% | $10,132-77.2% |