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 5-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 | $138,611 | $93,024+49.0% | $77,024+80.0% | $134,475+3.1% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -5.40% | 62.60%-68.0pp | 42.32%-47.7pp | 417.96%-423.4pp |
| Employer contribution / active EE | $8,705 | $3,418+154.7% | $2,812+209.6% | $4,740+83.7% |
| Participant deferral / active EE | $5,288 | $5,238+1.0% | $4,426+19.5% | $6,400-17.4% |
| Admin fee / account holder | $713 | $6,944-89.7% | $5,425-86.9% | $11,426-93.8% |