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 | $116,910 | $131,829-11.3% | $108,579+7.7% | $273,961-57.3% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 13.65% | -91.57%+105.2pp | -51.70%+65.3pp | 41.45%-27.8pp |
| Employer contribution / active EE | $8,197 | $4,912+66.9% | $3,758+118.1% | $4,869+68.4% |
| Participant deferral / active EE | $6,545 | $5,127+27.7% | $4,311+51.8% | $5,287+23.8% |
| Admin fee / account holder | $2,753 | $10,252-73.1% | $7,645-64.0% | $10,132-72.8% |