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 | $69,252 | $133,958-48.3% | $112,228-38.3% | $134,475-48.5% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -17.47% | 47.11%-64.6pp | 27.45%-44.9pp | 417.96%-435.4pp |
| Employer contribution / active EE | $2,202 | $4,038-45.5% | $3,635-39.4% | $4,740-53.5% |
| Participant deferral / active EE | $7,526 | $5,291+42.2% | $4,728+59.2% | $6,400+17.6% |
| Admin fee / account holder | $1,472 | $7,489-80.3% | $6,410-77.0% | $11,426-87.1% |