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 | $139,612 | $105,860+31.9% | $90,749+53.8% | $134,475+3.8% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | 1.54% | -11.01%+12.5pp | -12.16%+13.7pp | 417.96%-416.4pp |
| Employer contribution / active EE | $1,777 | $3,462-48.7% | $2,921-39.2% | $4,740-62.5% |
| Participant deferral / active EE | $8,506 | $5,216+63.1% | $4,564+86.4% | $6,400+32.9% |
| Admin fee / account holder | $663 | $13,938-95.2% | $8,445-92.1% | $11,426-94.2% |