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 | $69,700 | $45,438+53.4% | $80,004-12.9% | $59,632+16.9% |
| Participation rate | 100.0% | 63.7%+36.3pp | 73.0%+27.0pp | 68.7%+31.3pp |
| Annual return | -0.33% | 5.10%-5.4pp | 7.63%-8.0pp | 2041.28%-2041.6pp |
| Employer contribution / active EE | $1,937 | $1,236+56.7% | $2,473-21.7% | $2,203-12.1% |
| Participant deferral / active EE | $4,764 | $2,231+113.6% | $3,204+48.7% | $3,192+49.3% |
| Admin fee / account holder | $5,528 | $3,464+59.6% | $5,033+9.8% | $4,297+28.7% |