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 | $128,034 | $131,829-2.9% | $108,579+17.9% | $273,961-53.3% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 7.83% | -91.57%+99.4pp | -51.70%+59.5pp | 41.45%-33.6pp |
| Employer contribution / active EE | $11,532 | $4,912+134.8% | $3,758+206.8% | $4,869+136.9% |
| Participant deferral / active EE | $9,657 | $5,127+88.3% | $4,311+124.0% | $5,287+82.6% |
| Admin fee / account holder | $1,126 | $10,252-89.0% | $7,645-85.3% | $10,132-88.9% |