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 | $124,856 | $77,813+60.5% | $123,544+1.1% | $64,186+94.5% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | -5.73% | 12.48%-18.2pp | 119.20%-124.9pp | 7.63%-13.4pp |
| Employer contribution / active EE | $2,307 | $3,014-23.4% | $4,628-50.1% | $2,381-3.1% |
| Participant deferral / active EE | $5,368 | $5,240+2.4% | $6,426-16.5% | $3,470+54.7% |
| Admin fee / account holder | $1,761 | $5,519-68.1% | $9,284-81.0% | $4,888-64.0% |