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 9-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 | $138,588 | $131,829+5.1% | $108,579+27.6% | $273,961-49.4% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 5.66% | -91.57%+97.2pp | -51.70%+57.4pp | 41.45%-35.8pp |
| Employer contribution / active EE | $6,236 | $4,912+26.9% | $3,758+65.9% | $4,869+28.1% |
| Participant deferral / active EE | $13,604 | $5,127+165.3% | $4,311+215.6% | $5,287+157.3% |
| Admin fee / account holder | $13,752 | $10,252+34.1% | $7,645+79.9% | $10,132+35.7% |