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 | $183,207 | $105,860+73.1% | $90,749+101.9% | $134,475+36.2% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | 0.54% | -11.01%+11.5pp | -12.16%+12.7pp | 417.96%-417.4pp |
| Employer contribution / active EE | $4,239 | $3,462+22.4% | $2,921+45.1% | $4,740-10.6% |
| Participant deferral / active EE | $14,076 | $5,216+169.9% | $4,564+208.4% | $6,400+119.9% |
| Admin fee / account holder | $528 | $13,938-96.2% | $8,445-93.7% | $11,426-95.4% |