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 | $73,314 | $77,813-5.8% | $123,544-40.7% | $64,186+14.2% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | -7.23% | 12.48%-19.7pp | 119.20%-126.4pp | 7.63%-14.9pp |
| Employer contribution / active EE | $7,717 | $3,014+156.1% | $4,628+66.8% | $2,381+224.1% |
| Participant deferral / active EE | $6,336 | $5,240+20.9% | $6,426-1.4% | $3,470+82.6% |
| Admin fee / account holder | $2,455 | $5,519-55.5% | $9,284-73.6% | $4,888-49.8% |