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 5-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 | $102,242 | $84,527+21.0% | $67,711+51.0% | $125,391-18.5% |
| Participation rate | 100.0% | 74.8%+25.2pp | 67.5%+32.5pp | 83.2%+16.8pp |
| Annual return | -1.51% | 2.57%-4.1pp | 25.41%-26.9pp | 282.22%-283.7pp |
| Employer contribution / active EE | $5,164 | $3,292+56.9% | $2,559+101.8% | $4,866+6.1% |
| Participant deferral / active EE | $2,580 | $4,429-41.7% | $3,585-28.0% | $5,352-51.8% |
| Admin fee / account holder | $11,798 | $5,340+120.9% | $4,255+177.3% | $9,540+23.7% |