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 | $44,007 | $92,222-52.3% | $76,768-42.7% | $135,375-67.5% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -0.49% | 5.46%-6.0pp | 2.43%-2.9pp | 519.73%-520.2pp |
| Employer contribution / active EE | $6,996 | $3,216+117.5% | $2,485+181.5% | $4,779+46.4% |
| Participant deferral / active EE | $2,450 | $4,509-45.7% | $3,852-36.4% | $5,609-56.3% |
| Admin fee / account holder | $1,190 | $10,748-88.9% | $6,675-82.2% | $10,827-89.0% |