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 | $87,655 | $81,840+7.1% | $63,412+38.2% | $125,391-30.1% |
| Participation rate | 100.0% | 73.0%+27.0pp | 67.1%+32.9pp | 83.2%+16.8pp |
| Annual return | 0.11% | -0.10%+0.2pp | 4.04%-3.9pp | 282.22%-282.1pp |
| Employer contribution / active EE | $8,441 | $2,377+255.2% | $1,814+365.3% | $4,866+73.5% |
| Participant deferral / active EE | $2,619 | $3,064-14.5% | $2,496+4.9% | $5,352-51.1% |
| Admin fee / account holder | $7,017 | $4,951+41.7% | $3,753+87.0% | $9,540-26.4% |