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 | $120,897 | $57,354+110.8% | $83,848+44.2% | $64,186+88.4% |
| Participation rate | 100.0% | 68.6%+31.4pp | 76.1%+23.9pp | 69.6%+30.4pp |
| Annual return | -2.33% | 11.38%-13.7pp | 850.88%-853.2pp | 7.63%-10.0pp |
| Employer contribution / active EE | $1,403 | $2,545-44.9% | $3,631-61.4% | $2,381-41.1% |
| Participant deferral / active EE | $5,605 | $2,993+87.3% | $4,082+37.3% | $3,470+61.5% |
| Admin fee / account holder | $1,212 | $4,046-70.1% | $5,478-77.9% | $4,888-75.2% |