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 | $111,772 | $76,000+47.1% | $154,107-27.5% | $64,186+74.1% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -3.17% | 30.32%-33.5pp | 735.12%-738.3pp | 7.63%-10.8pp |
| Employer contribution / active EE | $2,556 | $3,351-23.7% | $5,298-51.7% | $2,381+7.4% |
| Participant deferral / active EE | $6,694 | $3,175+110.8% | $5,081+31.8% | $3,470+92.9% |
| Admin fee / account holder | $6,838 | $5,596+22.2% | $13,411-49.0% | $4,888+39.9% |