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 | $119,883 | $99,032+21.1% | $80,019+49.8% | $135,375-11.4% |
| Participation rate | 100.0% | 78.4%+21.6pp | 75.8%+24.2pp | 82.6%+17.4pp |
| Annual return | -6.68% | 15.39%-22.1pp | 11.22%-17.9pp | 519.73%-526.4pp |
| Employer contribution / active EE | $12,243 | $3,043+302.3% | $2,468+396.1% | $4,779+156.2% |
| Participant deferral / active EE | $6,967 | $4,282+62.7% | $3,686+89.0% | $5,609+24.2% |
| Admin fee / account holder | $1,808 | $10,436-82.7% | $6,521-72.3% | $10,827-83.3% |