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 | $128,248 | $87,540+46.5% | $75,781+69.2% | $125,391+2.3% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.8%+24.2pp | 83.2%+16.8pp |
| Annual return | -2.01% | 13.48%-15.5pp | 9.68%-11.7pp | 282.22%-284.2pp |
| Employer contribution / active EE | $5,374 | $3,930+36.7% | $3,323+61.7% | $4,866+10.4% |
| Participant deferral / active EE | $7,250 | $4,229+71.4% | $3,651+98.6% | $5,352+35.5% |
| Admin fee / account holder | $1,874 | $6,502-71.2% | $5,299-64.6% | $9,540-80.4% |