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 | $113,060 | $92,222+22.6% | $76,768+47.3% | $135,375-16.5% |
| Participation rate | 85.7% | 79.8%+5.9pp | 77.0%+8.8pp | 82.6%+3.1pp |
| Annual return | -0.66% | 5.46%-6.1pp | 2.43%-3.1pp | 519.73%-520.4pp |
| Employer contribution / active EE | $3,012 | $3,216-6.4% | $2,485+21.2% | $4,779-37.0% |
| Participant deferral / active EE | $1,701 | $4,509-62.3% | $3,852-55.8% | $5,609-69.7% |
| Admin fee / account holder | $17,652 | $10,748+64.2% | $6,675+164.5% | $10,827+63.0% |