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 | $101,316 | $127,386-20.5% | $115,037-11.9% | $125,391-19.2% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -1.24% | 31.28%-32.5pp | 26.14%-27.4pp | 282.22%-283.5pp |
| Employer contribution / active EE | $13,262 | $5,166+156.7% | $4,608+187.8% | $4,866+172.5% |
| Participant deferral / active EE | $2,900 | $6,423-54.9% | $6,026-51.9% | $5,352-45.8% |
| Admin fee / account holder | $5,920 | $9,516-37.8% | $8,175-27.6% | $9,540-38.0% |