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 | $88,349 | $72,404+22.0% | $110,238-19.9% | $64,186+37.6% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | -1.97% | -6.29%+4.3pp | 314.74%-316.7pp | 7.63%-9.6pp |
| Employer contribution / active EE | $5,220 | $2,282+128.8% | $3,826+36.4% | $2,381+119.3% |
| Participant deferral / active EE | $2,700 | $3,469-22.2% | $4,672-42.2% | $3,470-22.2% |
| Admin fee / account holder | $13,118 | $5,664+131.6% | $8,547+53.5% | $4,888+168.4% |