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 | $188,840 | $167,307+12.9% | $143,757+31.4% | $134,475+40.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -17.79% | 0.46%-18.2pp | -0.04%-17.7pp | 417.96%-435.8pp |
| Employer contribution / active EE | $7,972 | $5,619+41.9% | $4,951+61.0% | $4,740+68.2% |
| Participant deferral / active EE | $12,899 | $6,446+100.1% | $5,637+128.8% | $6,400+101.6% |
| Admin fee / account holder | $1,952 | $18,088-89.2% | $14,673-86.7% | $11,426-82.9% |