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 | $136,723 | $83,908+62.9% | $68,509+99.6% | $125,391+9.0% |
| Participation rate | 100.0% | 78.2%+21.8pp | 74.7%+25.3pp | 83.2%+16.8pp |
| Annual return | 0.97% | 14.48%-13.5pp | 8.27%-7.3pp | 282.22%-281.3pp |
| Employer contribution / active EE | $2,380 | $3,031-21.5% | $2,278+4.5% | $4,866-51.1% |
| Participant deferral / active EE | $5,781 | $4,125+40.2% | $3,382+70.9% | $5,352+8.0% |
| Admin fee / account holder | $20,176 | $8,982+124.6% | $5,275+282.5% | $9,540+111.5% |