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 | $149,201 | $127,386+17.1% | $115,037+29.7% | $125,391+19.0% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -0.34% | 31.28%-31.6pp | 26.14%-26.5pp | 282.22%-282.6pp |
| Employer contribution / active EE | $2,040 | $5,166-60.5% | $4,608-55.7% | $4,866-58.1% |
| Participant deferral / active EE | $7,196 | $6,423+12.0% | $6,026+19.4% | $5,352+34.5% |
| Admin fee / account holder | $25,895 | $9,516+172.1% | $8,175+216.8% | $9,540+171.4% |