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 | $144,164 | $131,829+9.4% | $108,579+32.8% | $273,961-47.4% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 10.09% | -91.57%+101.7pp | -51.70%+61.8pp | 41.45%-31.4pp |
| Employer contribution / active EE | $1,111 | $4,912-77.4% | $3,758-70.4% | $4,869-77.2% |
| Participant deferral / active EE | $2,088 | $5,127-59.3% | $4,311-51.6% | $5,287-60.5% |
| Admin fee / account holder | $4,424 | $10,252-56.8% | $7,645-42.1% | $10,132-56.3% |