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 | $137,984 | $77,813+77.3% | $123,544+11.7% | $64,186+115.0% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | -3.53% | 12.48%-16.0pp | 119.20%-122.7pp | 7.63%-11.2pp |
| Employer contribution / active EE | $22,637 | $3,014+651.1% | $4,628+389.1% | $2,381+850.8% |
| Participant deferral / active EE | $5,775 | $5,240+10.2% | $6,426-10.1% | $3,470+66.5% |
| Admin fee / account holder | $3,823 | $5,519-30.7% | $9,284-58.8% | $4,888-21.8% |