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 | $104,428 | $57,354+82.1% | $83,848+24.5% | $64,186+62.7% |
| Participation rate | 100.0% | 68.6%+31.4pp | 76.1%+23.9pp | 69.6%+30.4pp |
| Annual return | -4.79% | 11.38%-16.2pp | 850.88%-855.7pp | 7.63%-12.4pp |
| Employer contribution / active EE | $11,244 | $2,545+341.8% | $3,631+209.7% | $2,381+372.3% |
| Participant deferral / active EE | $5,002 | $2,993+67.1% | $4,082+22.6% | $3,470+44.2% |
| Admin fee / account holder | $3,757 | $4,046-7.1% | $5,478-31.4% | $4,888-23.1% |