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 | $165,437 | $95,862+72.6% | $79,550+108.0% | $134,475+23.0% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -10.11% | -2.69%-7.4pp | 0.16%-10.3pp | 417.96%-428.1pp |
| Employer contribution / active EE | $5,000 | $3,128+59.8% | $2,413+107.2% | $4,740+5.5% |
| Participant deferral / active EE | $4,450 | $4,693-5.2% | $3,985+11.7% | $6,400-30.5% |
| Admin fee / account holder | $8,414 | $9,126-7.8% | $6,832+23.1% | $11,426-26.4% |