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 | $136,096 | $92,222+47.6% | $76,768+77.3% | $135,375+0.5% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -6.25% | 5.46%-11.7pp | 2.43%-8.7pp | 519.73%-526.0pp |
| Employer contribution / active EE | $13,814 | $3,216+329.5% | $2,485+455.8% | $4,779+189.1% |
| Participant deferral / active EE | $8,704 | $4,509+93.1% | $3,852+126.0% | $5,609+55.2% |
| Admin fee / account holder | $9,021 | $10,748-16.1% | $6,675+35.1% | $10,827-16.7% |