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 | $136,481 | $113,935+19.8% | $94,224+44.8% | $125,391+8.8% |
| Participation rate | 100.0% | 82.9%+17.1pp | 78.8%+21.2pp | 83.2%+16.8pp |
| Annual return | -1.07% | 5.29%-6.4pp | 10.68%-11.8pp | 282.22%-283.3pp |
| Employer contribution / active EE | $11,513 | $4,727+143.6% | $3,587+221.0% | $4,866+136.6% |
| Participant deferral / active EE | $6,225 | $5,179+20.2% | $4,320+44.1% | $5,352+16.3% |
| Admin fee / account holder | $2,893 | $8,391-65.5% | $6,269-53.9% | $9,540-69.7% |