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 | $161,045 | $85,790+87.7% | $67,313+139.2% | $135,375+19.0% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -5.46% | -0.54%-4.9pp | -4.08%-1.4pp | 519.73%-525.2pp |
| Employer contribution / active EE | $7,611 | $3,487+118.3% | $2,566+196.7% | $4,779+59.3% |
| Participant deferral / active EE | $6,357 | $4,651+36.7% | $3,568+78.2% | $5,609+13.3% |
| Admin fee / account holder | $1,467 | $6,392-77.1% | $4,507-67.5% | $10,827-86.5% |