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 | $236,445 | $87,705+169.6% | $63,517+272.3% | $125,391+88.6% |
| Participation rate | 100.0% | 77.0%+23.0pp | 71.0%+29.0pp | 83.2%+16.8pp |
| Annual return | -1.45% | 21.70%-23.1pp | -70.30%+68.8pp | 282.22%-283.7pp |
| Employer contribution / active EE | $10,471 | $3,601+190.8% | $2,322+350.9% | $4,866+115.2% |
| Participant deferral / active EE | $5,329 | $3,939+35.3% | $2,953+80.4% | $5,352-0.4% |
| Admin fee / account holder | $2,901 | $11,948-75.7% | $5,892-50.8% | $9,540-69.6% |