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 | $133,632 | $85,790+55.8% | $67,313+98.5% | $135,375-1.3% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | 33.04% | -0.54%+33.6pp | -4.08%+37.1pp | 519.73%-486.7pp |
| Employer contribution / active EE | $28,136 | $3,487+706.8% | $2,566+996.6% | $4,779+488.8% |
| Participant deferral / active EE | $13,148 | $4,651+182.7% | $3,568+268.5% | $5,609+134.4% |
| Admin fee / account holder | $1,903 | $6,392-70.2% | $4,507-57.8% | $10,827-82.4% |