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 | $146,655 | $127,386+15.1% | $115,037+27.5% | $125,391+17.0% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -1.12% | 31.28%-32.4pp | 26.14%-27.3pp | 282.22%-283.3pp |
| Employer contribution / active EE | $10,000 | $5,166+93.6% | $4,608+117.0% | $4,866+105.5% |
| Participant deferral / active EE | $14,590 | $6,423+127.2% | $6,026+142.1% | $5,352+172.6% |
| Admin fee / account holder | $7,142 | $9,516-24.9% | $8,175-12.6% | $9,540-25.1% |