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 | $237,609 | $167,307+42.0% | $143,757+65.3% | $134,475+76.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -9.03% | 0.46%-9.5pp | -0.04%-9.0pp | 417.96%-427.0pp |
| Employer contribution / active EE | $24,913 | $5,619+343.4% | $4,951+403.2% | $4,740+425.6% |
| Participant deferral / active EE | $2,398 | $6,446-62.8% | $5,637-57.5% | $6,400-62.5% |
| Admin fee / account holder | $6,320 | $18,088-65.1% | $14,673-56.9% | $11,426-44.7% |