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 | $95,040 | $69,518+36.7% | $59,878+58.7% | $135,375-29.8% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.7%+25.3pp | 82.6%+17.4pp |
| Annual return | -6.47% | 7.94%-14.4pp | 3.46%-9.9pp | 519.73%-526.2pp |
| Employer contribution / active EE | $2,550 | $3,235-21.2% | $2,722-6.3% | $4,779-46.6% |
| Participant deferral / active EE | $9,695 | $4,206+130.5% | $3,402+185.0% | $5,609+72.8% |
| Admin fee / account holder | $430 | $5,734-92.5% | $3,590-88.0% | $10,827-96.0% |