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 | $98,490 | $69,518+41.7% | $59,878+64.5% | $135,375-27.2% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.7%+25.3pp | 82.6%+17.4pp |
| Annual return | -1.76% | 7.94%-9.7pp | 3.46%-5.2pp | 519.73%-521.5pp |
| Employer contribution / active EE | $5,672 | $3,235+75.4% | $2,722+108.4% | $4,779+18.7% |
| Participant deferral / active EE | $3,753 | $4,206-10.8% | $3,402+10.3% | $5,609-33.1% |
| Admin fee / account holder | $34,911 | $5,734+508.8% | $3,590+872.4% | $10,827+222.4% |