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 8-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 | $125,006 | $87,540+42.8% | $75,781+65.0% | $125,391-0.3% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.8%+24.2pp | 83.2%+16.8pp |
| Annual return | -0.18% | 13.48%-13.7pp | 9.68%-9.9pp | 282.22%-282.4pp |
| Employer contribution / active EE | $7,069 | $3,930+79.9% | $3,323+112.7% | $4,866+45.3% |
| Participant deferral / active EE | $0 | $4,229-100.0% | $3,651-100.0% | $5,352-100.0% |
| Admin fee / account holder | $1,508 | $6,502-76.8% | $5,299-71.5% | $9,540-84.2% |