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 8-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 | $96,983 | $87,540+10.8% | $75,781+28.0% | $125,391-22.7% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.8%+24.2pp | 83.2%+16.8pp |
| Annual return | -2.99% | 13.48%-16.5pp | 9.68%-12.7pp | 282.22%-285.2pp |
| Employer contribution / active EE | $14,099 | $3,930+258.8% | $3,323+324.3% | $4,866+189.8% |
| Participant deferral / active EE | $6,120 | $4,229+44.7% | $3,651+67.6% | $5,352+14.4% |
| Admin fee / account holder | $1,080 | $6,502-83.4% | $5,299-79.6% | $9,540-88.7% |