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 | $117,625 | $167,307-29.7% | $143,757-18.2% | $134,475-12.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | 1.33% | 0.46%+0.9pp | -0.04%+1.4pp | 417.96%-416.6pp |
| Employer contribution / active EE | $4,289 | $5,619-23.7% | $4,951-13.4% | $4,740-9.5% |
| Participant deferral / active EE | $14,463 | $6,446+124.4% | $5,637+156.6% | $6,400+126.0% |
| Admin fee / account holder | $2,104 | $18,088-88.4% | $14,673-85.7% | $11,426-81.6% |