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 | $136,235 | $87,705+55.3% | $63,517+114.5% | $125,391+8.6% |
| Participation rate | 100.0% | 77.0%+23.0pp | 71.0%+29.0pp | 83.2%+16.8pp |
| Annual return | -2.85% | 21.70%-24.6pp | -70.30%+67.4pp | 282.22%-285.1pp |
| Employer contribution / active EE | $4,404 | $3,601+22.3% | $2,322+89.7% | $4,866-9.5% |
| Participant deferral / active EE | $6,030 | $3,939+53.1% | $2,953+104.2% | $5,352+12.7% |
| Admin fee / account holder | $11,044 | $11,948-7.6% | $5,892+87.4% | $9,540+15.8% |