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 | $216,328 | $211,958+2.1% | $169,463+27.7% | $135,375+59.8% |
| Participation rate | 83.3% | 82.6%+0.7pp | 77.8%+5.6pp | 82.6%+0.7pp |
| Annual return | -5.33% | 3.26%-8.6pp | 1.83%-7.2pp | 519.73%-525.1pp |
| Employer contribution / active EE | $26,322 | $5,120+414.1% | $4,159+532.9% | $4,779+450.8% |
| Participant deferral / active EE | $16,882 | $6,075+177.9% | $5,277+219.9% | $5,609+201.0% |
| Admin fee / account holder | $6,958 | $11,471-39.3% | $9,109-23.6% | $10,827-35.7% |