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 | $125,562 | $87,705+43.2% | $63,517+97.7% | $125,391+0.1% |
| Participation rate | 100.0% | 77.0%+23.0pp | 71.0%+29.0pp | 83.2%+16.8pp |
| Annual return | 2.60% | 21.70%-19.1pp | -70.30%+72.9pp | 282.22%-279.6pp |
| Employer contribution / active EE | $2,245 | $3,601-37.6% | $2,322-3.3% | $4,866-53.9% |
| Participant deferral / active EE | $8,893 | $3,939+125.7% | $2,953+201.1% | $5,352+66.2% |
| Admin fee / account holder | $556 | $11,948-95.4% | $5,892-90.6% | $9,540-94.2% |