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 | $142,543 | $93,024+53.2% | $77,024+85.1% | $134,475+6.0% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -7.14% | 62.60%-69.7pp | 42.32%-49.5pp | 417.96%-425.1pp |
| Employer contribution / active EE | $947 | $3,418-72.3% | $2,812-66.3% | $4,740-80.0% |
| Participant deferral / active EE | $2,849 | $5,238-45.6% | $4,426-35.6% | $6,400-55.5% |
| Admin fee / account holder | $3,330 | $6,944-52.0% | $5,425-38.6% | $11,426-70.9% |