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 | $153,938 | $95,193+61.7% | $76,523+101.2% | $135,375+13.7% |
| Participation rate | 100.0% | 74.4%+25.6pp | 68.0%+32.0pp | 82.6%+17.4pp |
| Annual return | -0.03% | 4.85%-4.9pp | -0.27%+0.2pp | 519.73%-519.8pp |
| Employer contribution / active EE | $1,050 | $3,302-68.2% | $2,647-60.3% | $4,779-78.0% |
| Participant deferral / active EE | $1,284 | $4,639-72.3% | $3,835-66.5% | $5,609-77.1% |
| Admin fee / account holder | $356 | $6,249-94.3% | $4,848-92.7% | $10,827-96.7% |