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 | $103,048 | $197,825-47.9% | $155,790-33.9% | $125,391-17.8% |
| Participation rate | 100.0% | 82.1%+17.9pp | 76.1%+23.9pp | 83.2%+16.8pp |
| Annual return | -1.36% | 86.74%-88.1pp | 71.54%-72.9pp | 282.22%-283.6pp |
| Employer contribution / active EE | $7,388 | $4,847+52.4% | $3,836+92.6% | $4,866+51.8% |
| Participant deferral / active EE | $8,021 | $5,630+42.5% | $4,797+67.2% | $5,352+49.9% |
| Admin fee / account holder | $2,597 | $9,545-72.8% | $7,478-65.3% | $9,540-72.8% |