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 | $142,456 | $162,781-12.5% | $133,956+6.3% | $158,922-10.4% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 11.48% | 41.94%-30.5pp | 45.09%-33.6pp | 302.83%-291.3pp |
| Employer contribution / active EE | $16,835 | $4,975+238.4% | $3,919+329.6% | $4,761+253.6% |
| Participant deferral / active EE | $11,651 | $5,911+97.1% | $5,048+130.8% | $5,982+94.8% |
| Admin fee / account holder | $5,813 | $11,736-50.5% | $8,927-34.9% | $11,246-48.3% |