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 | $83,580 | $65,703+27.2% | $94,224-11.3% | $59,632+40.2% |
| Participation rate | 100.0% | 72.1%+27.9pp | 78.8%+21.2pp | 68.7%+31.3pp |
| Annual return | -1.62% | 5.22%-6.8pp | 10.68%-12.3pp | 2041.28%-2042.9pp |
| Employer contribution / active EE | $7,546 | $2,021+273.5% | $3,587+110.4% | $2,203+242.6% |
| Participant deferral / active EE | $5,171 | $3,143+64.5% | $4,320+19.7% | $3,192+62.0% |
| Admin fee / account holder | $1,228 | $4,264-71.2% | $6,269-80.4% | $4,297-71.4% |