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 | $52,377 | $127,100-58.8% | $105,738-50.5% | $135,375-61.3% |
| Participation rate | 87.5% | 82.7%+4.8pp | 76.3%+11.2pp | 82.6%+4.9pp |
| Annual return | -7.62% | 4.49%-12.1pp | 6.27%-13.9pp | 519.73%-527.4pp |
| Employer contribution / active EE | $7,035 | $4,107+71.3% | $3,268+115.3% | $4,779+47.2% |
| Participant deferral / active EE | $7,193 | $5,064+42.0% | $4,080+76.3% | $5,609+28.2% |
| Admin fee / account holder | $1,289 | $9,087-85.8% | $6,913-81.4% | $10,827-88.1% |