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 | $139,231 | $95,193+46.3% | $76,523+81.9% | $135,375+2.8% |
| Participation rate | 100.0% | 74.4%+25.6pp | 68.0%+32.0pp | 82.6%+17.4pp |
| Annual return | 2.19% | 4.85%-2.7pp | -0.27%+2.5pp | 519.73%-517.5pp |
| Employer contribution / active EE | $9,974 | $3,302+202.0% | $2,647+276.8% | $4,779+108.7% |
| Participant deferral / active EE | $3,394 | $4,639-26.8% | $3,835-11.5% | $5,609-39.5% |
| Admin fee / account holder | $666 | $6,249-89.3% | $4,848-86.3% | $10,827-93.8% |