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 | $207,138 | $211,958-2.3% | $169,463+22.2% | $135,375+53.0% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -4.84% | 3.26%-8.1pp | 1.83%-6.7pp | 519.73%-524.6pp |
| Employer contribution / active EE | $19,463 | $5,120+280.2% | $4,159+368.0% | $4,779+307.3% |
| Participant deferral / active EE | $11,966 | $6,075+97.0% | $5,277+126.8% | $5,609+113.3% |
| Admin fee / account holder | $2,465 | $11,471-78.5% | $9,109-72.9% | $10,827-77.2% |