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 | $102,119 | $87,540+16.7% | $75,781+34.8% | $125,391-18.6% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.8%+24.2pp | 83.2%+16.8pp |
| Annual return | -0.40% | 13.48%-13.9pp | 9.68%-10.1pp | 282.22%-282.6pp |
| Employer contribution / active EE | $1,859 | $3,930-52.7% | $3,323-44.1% | $4,866-61.8% |
| Participant deferral / active EE | $7,641 | $4,229+80.7% | $3,651+109.3% | $5,352+42.8% |
| Admin fee / account holder | $1,343 | $6,502-79.3% | $5,299-74.7% | $9,540-85.9% |