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 | $148,445 | $86,699+71.2% | $73,307+102.5% | $125,391+18.4% |
| Participation rate | 100.0% | 78.6%+21.4pp | 74.9%+25.1pp | 83.2%+16.8pp |
| Annual return | 0.62% | 2.78%-2.2pp | 5.67%-5.0pp | 282.22%-281.6pp |
| Employer contribution / active EE | $11,451 | $4,152+175.8% | $3,237+253.7% | $4,866+135.3% |
| Participant deferral / active EE | $7,549 | $5,550+36.0% | $4,991+51.2% | $5,352+41.1% |
| Admin fee / account holder | $4,530 | $7,771-41.7% | $5,637-19.6% | $9,540-52.5% |