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 | $154,854 | $131,829+17.5% | $108,579+42.6% | $273,961-43.5% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 7.41% | -91.57%+99.0pp | -51.70%+59.1pp | 41.45%-34.0pp |
| Employer contribution / active EE | $16,238 | $4,912+230.6% | $3,758+332.1% | $4,869+233.5% |
| Participant deferral / active EE | $7,329 | $5,127+42.9% | $4,311+70.0% | $5,287+38.6% |
| Admin fee / account holder | $1,561 | $10,252-84.8% | $7,645-79.6% | $10,132-84.6% |