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 | $96,350 | $57,354+68.0% | $83,848+14.9% | $64,186+50.1% |
| Participation rate | 90.0% | 68.6%+21.4pp | 76.1%+13.9pp | 69.6%+20.4pp |
| Annual return | -7.84% | 11.38%-19.2pp | 850.88%-858.7pp | 7.63%-15.5pp |
| Employer contribution / active EE | $3,500 | $2,545+37.5% | $3,631-3.6% | $2,381+47.0% |
| Participant deferral / active EE | $5,779 | $2,993+93.1% | $4,082+41.6% | $3,470+66.6% |
| Admin fee / account holder | $2,393 | $4,046-40.9% | $5,478-56.3% | $4,888-51.1% |