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 | $197,751 | $167,307+18.2% | $143,757+37.6% | $134,475+47.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -14.82% | 0.46%-15.3pp | -0.04%-14.8pp | 417.96%-432.8pp |
| Employer contribution / active EE | $13,254 | $5,619+135.9% | $4,951+167.7% | $4,740+179.6% |
| Participant deferral / active EE | $16,247 | $6,446+152.0% | $5,637+188.2% | $6,400+153.9% |
| Admin fee / account holder | $3,777 | $18,088-79.1% | $14,673-74.3% | $11,426-66.9% |