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 | $101,263 | $57,354+76.6% | $83,848+20.8% | $64,186+57.8% |
| Participation rate | 100.0% | 68.6%+31.4pp | 76.1%+23.9pp | 69.6%+30.4pp |
| Annual return | -6.25% | 11.38%-17.6pp | 850.88%-857.1pp | 7.63%-13.9pp |
| Employer contribution / active EE | $2,228 | $2,545-12.5% | $3,631-38.6% | $2,381-6.4% |
| Participant deferral / active EE | $4,381 | $2,993+46.4% | $4,082+7.3% | $3,470+26.3% |
| Admin fee / account holder | $3,280 | $4,046-18.9% | $5,478-40.1% | $4,888-32.9% |