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 | $84,815 | $91,538-7.3% | $129,995-34.8% | $75,163+12.8% |
| Participation rate | 100.0% | 71.4%+28.6pp | 78.5%+21.5pp | 67.2%+32.8pp |
| Annual return | 15.05% | -631.11%+646.2pp | -137.18%+152.2pp | 160.62%-145.6pp |
| Employer contribution / active EE | $3,461 | $2,845+21.6% | $4,320-19.9% | $2,670+29.6% |
| Participant deferral / active EE | $4,631 | $4,341+6.7% | $5,820-20.4% | $4,125+12.3% |
| Admin fee / account holder | $494 | $6,790-92.7% | $10,614-95.3% | $5,651-91.3% |