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 | $71,402 | $73,867-3.3% | $143,757-50.3% | $68,494+4.2% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -14.10% | 1.01%-15.1pp | -0.04%-14.1pp | -7.84%-6.3pp |
| Employer contribution / active EE | $7,806 | $3,184+145.2% | $4,951+57.7% | $2,596+200.7% |
| Participant deferral / active EE | $5,996 | $3,384+77.2% | $5,637+6.4% | $4,027+48.9% |
| Admin fee / account holder | $20,949 | $5,755+264.0% | $14,673+42.8% | $5,403+287.7% |