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 | $94,708 | $167,484-43.5% | $151,611-37.5% | $134,475-29.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -11.62% | 7.80%-19.4pp | 3.33%-15.0pp | 417.96%-429.6pp |
| Employer contribution / active EE | $5,444 | $6,829-20.3% | $6,166-11.7% | $4,740+14.9% |
| Participant deferral / active EE | $15,121 | $8,986+68.3% | $8,363+80.8% | $6,400+136.3% |
| Admin fee / account holder | $10,918 | $13,783-20.8% | $11,616-6.0% | $11,426-4.4% |