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 | $37,362 | $97,044-61.5% | $83,333-55.2% | $135,375-72.4% |
| Participation rate | 93.3% | 80.4%+12.9pp | 77.8%+15.6pp | 82.6%+10.7pp |
| Annual return | -0.78% | 12.31%-13.1pp | 10.63%-11.4pp | 519.73%-520.5pp |
| Employer contribution / active EE | $5,850 | $4,143+41.2% | $3,379+73.1% | $4,779+22.4% |
| Participant deferral / active EE | $6,854 | $5,964+14.9% | $5,565+23.2% | $5,609+22.2% |
| Admin fee / account holder | $13,927 | $8,380+66.2% | $7,510+85.4% | $10,827+28.6% |