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 | $96,070 | $85,790+12.0% | $67,313+42.7% | $135,375-29.0% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | 5.86% | -0.54%+6.4pp | -4.08%+9.9pp | 519.73%-513.9pp |
| Employer contribution / active EE | $5,118 | $3,487+46.7% | $2,566+99.5% | $4,779+7.1% |
| Participant deferral / active EE | $3,649 | $4,651-21.5% | $3,568+2.3% | $5,609-34.9% |
| Admin fee / account holder | $2,274 | $6,392-64.4% | $4,507-49.5% | $10,827-79.0% |