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 | $90,261 | $93,024-3.0% | $77,024+17.2% | $134,475-32.9% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -21.28% | 62.60%-83.9pp | 42.32%-63.6pp | 417.96%-439.2pp |
| Employer contribution / active EE | $6,416 | $3,418+87.7% | $2,812+128.1% | $4,740+35.4% |
| Participant deferral / active EE | $19,576 | $5,238+273.7% | $4,426+342.3% | $6,400+205.9% |
| Admin fee / account holder | $12,400 | $6,944+78.6% | $5,425+128.5% | $11,426+8.5% |