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 | $100,522 | $133,958-25.0% | $112,228-10.4% | $134,475-25.2% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -4.53% | 47.11%-51.6pp | 27.45%-32.0pp | 417.96%-422.5pp |
| Employer contribution / active EE | $5,617 | $4,038+39.1% | $3,635+54.5% | $4,740+18.5% |
| Participant deferral / active EE | $8,575 | $5,291+62.1% | $4,728+81.4% | $6,400+34.0% |
| Admin fee / account holder | $1,791 | $7,489-76.1% | $6,410-72.1% | $11,426-84.3% |