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 | $81,536 | $93,024-12.3% | $77,024+5.9% | $134,475-39.4% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -12.81% | 62.60%-75.4pp | 42.32%-55.1pp | 417.96%-430.8pp |
| Employer contribution / active EE | $1,743 | $3,418-49.0% | $2,812-38.0% | $4,740-63.2% |
| Participant deferral / active EE | $6,986 | $5,238+33.4% | $4,426+57.8% | $6,400+9.2% |
| Admin fee / account holder | $4,803 | $6,944-30.8% | $5,425-11.5% | $11,426-58.0% |