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 | $144,112 | $90,519+59.2% | $93,789+53.7% | $134,475+7.2% |
| Participation rate | 100.0% | 82.0%+18.0pp | 81.0%+19.0pp | 81.2%+18.8pp |
| Annual return | -17.14% | -15.72%-1.4pp | -11.33%-5.8pp | 417.96%-435.1pp |
| Employer contribution / active EE | $4,876 | $4,343+12.3% | $4,323+12.8% | $4,740+2.9% |
| Participant deferral / active EE | $7,921 | $5,978+32.5% | $6,094+30.0% | $6,400+23.8% |
| Admin fee / account holder | $12,297 | $9,252+32.9% | $7,195+70.9% | $11,426+7.6% |