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 | $158,498 | $131,829+20.2% | $108,579+46.0% | $273,961-42.1% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 7.69% | -91.57%+99.3pp | -51.70%+59.4pp | 41.45%-33.8pp |
| Employer contribution / active EE | $4,558 | $4,912-7.2% | $3,758+21.3% | $4,869-6.4% |
| Participant deferral / active EE | $2,485 | $5,127-51.5% | $4,311-42.4% | $5,287-53.0% |
| Admin fee / account holder | $5,537 | $10,252-46.0% | $7,645-27.6% | $10,132-45.4% |