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 | $53,896 | $133,958-59.8% | $112,228-52.0% | $134,475-59.9% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -20.35% | 47.11%-67.5pp | 27.45%-47.8pp | 417.96%-438.3pp |
| Employer contribution / active EE | $3,888 | $4,038-3.7% | $3,635+7.0% | $4,740-18.0% |
| Participant deferral / active EE | $12,979 | $5,291+145.3% | $4,728+174.5% | $6,400+102.8% |
| Admin fee / account holder | $7,030 | $7,489-6.1% | $6,410+9.7% | $11,426-38.5% |