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 | $101,748 | $69,518+46.4% | $59,878+69.9% | $135,375-24.8% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.7%+25.3pp | 82.6%+17.4pp |
| Annual return | -8.06% | 7.94%-16.0pp | 3.46%-11.5pp | 519.73%-527.8pp |
| Employer contribution / active EE | $4,281 | $3,235+32.3% | $2,722+57.3% | $4,779-10.4% |
| Participant deferral / active EE | $7,759 | $4,206+84.5% | $3,402+128.1% | $5,609+38.3% |
| Admin fee / account holder | $5,355 | $5,734-6.6% | $3,590+49.1% | $10,827-50.5% |