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 | $89,089 | $127,100-29.9% | $105,738-15.7% | $135,375-34.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 76.3%+23.7pp | 82.6%+17.4pp |
| Annual return | -3.40% | 4.49%-7.9pp | 6.27%-9.7pp | 519.73%-523.1pp |
| Employer contribution / active EE | $1,771 | $4,107-56.9% | $3,268-45.8% | $4,779-62.9% |
| Participant deferral / active EE | $7,171 | $5,064+41.6% | $4,080+75.8% | $5,609+27.9% |
| Admin fee / account holder | $1,025 | $9,087-88.7% | $6,913-85.2% | $10,827-90.5% |