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 | $102,739 | $97,044+5.9% | $83,333+23.3% | $135,375-24.1% |
| Participation rate | 100.0% | 80.4%+19.6pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -8.13% | 12.31%-20.4pp | 10.63%-18.8pp | 519.73%-527.9pp |
| Employer contribution / active EE | $8,741 | $4,143+111.0% | $3,379+158.7% | $4,779+82.9% |
| Participant deferral / active EE | $12,365 | $5,964+107.3% | $5,565+122.2% | $5,609+120.5% |
| Admin fee / account holder | $6,214 | $8,380-25.8% | $7,510-17.3% | $10,827-42.6% |