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 | $54,543 | $167,484-67.4% | $151,611-64.0% | $134,475-59.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -12.48% | 7.80%-20.3pp | 3.33%-15.8pp | 417.96%-430.4pp |
| Employer contribution / active EE | $1,755 | $6,829-74.3% | $6,166-71.5% | $4,740-63.0% |
| Participant deferral / active EE | $8,137 | $8,986-9.4% | $8,363-2.7% | $6,400+27.2% |
| Admin fee / account holder | $46,250 | $13,783+235.6% | $11,616+298.2% | $11,426+304.8% |