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 | $57,582 | $99,032-41.9% | $80,019-28.0% | $135,375-57.5% |
| Participation rate | 94.7% | 78.4%+16.4pp | 75.8%+18.9pp | 82.6%+12.1pp |
| Annual return | -6.22% | 15.39%-21.6pp | 11.22%-17.4pp | 519.73%-526.0pp |
| Employer contribution / active EE | $4,307 | $3,043+41.5% | $2,468+74.5% | $4,779-9.9% |
| Participant deferral / active EE | $10,716 | $4,282+150.3% | $3,686+190.8% | $5,609+91.1% |
| Admin fee / account holder | $1,971 | $10,436-81.1% | $6,521-69.8% | $10,827-81.8% |