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 | $73,633 | $76,000-3.1% | $154,107-52.2% | $64,186+14.7% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -3.94% | 30.32%-34.3pp | 735.12%-739.1pp | 7.63%-11.6pp |
| Employer contribution / active EE | $4,253 | $3,351+26.9% | $5,298-19.7% | $2,381+78.6% |
| Participant deferral / active EE | $4,840 | $3,175+52.4% | $5,081-4.7% | $3,470+39.5% |
| Admin fee / account holder | $8,364 | $5,596+49.5% | $13,411-37.6% | $4,888+71.1% |