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 | $135,603 | $127,386+6.5% | $115,037+17.9% | $125,391+8.1% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -2.35% | 31.28%-33.6pp | 26.14%-28.5pp | 282.22%-284.6pp |
| Employer contribution / active EE | $8,818 | $5,166+70.7% | $4,608+91.4% | $4,866+81.2% |
| Participant deferral / active EE | $5,001 | $6,423-22.1% | $6,026-17.0% | $5,352-6.5% |
| Admin fee / account holder | $9,697 | $9,516+1.9% | $8,175+18.6% | $9,540+1.6% |