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 | $202,508 | $113,935+77.7% | $94,224+114.9% | $125,391+61.5% |
| Participation rate | 100.0% | 82.9%+17.1pp | 78.8%+21.2pp | 83.2%+16.8pp |
| Annual return | -1.70% | 5.29%-7.0pp | 10.68%-12.4pp | 282.22%-283.9pp |
| Employer contribution / active EE | $7,304 | $4,727+54.5% | $3,587+103.6% | $4,866+50.1% |
| Participant deferral / active EE | $4,419 | $5,179-14.7% | $4,320+2.3% | $5,352-17.4% |
| Admin fee / account holder | $1,091 | $8,391-87.0% | $6,269-82.6% | $9,540-88.6% |