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 | $51,101 | $57,354-10.9% | $83,848-39.1% | $64,186-20.4% |
| Participation rate | 100.0% | 68.6%+31.4pp | 76.1%+23.9pp | 69.6%+30.4pp |
| Annual return | -8.08% | 11.38%-19.5pp | 850.88%-859.0pp | 7.63%-15.7pp |
| Employer contribution / active EE | $7,143 | $2,545+180.6% | $3,631+96.7% | $2,381+200.0% |
| Participant deferral / active EE | $2,608 | $2,993-12.9% | $4,082-36.1% | $3,470-24.8% |
| Admin fee / account holder | $3,492 | $4,046-13.7% | $5,478-36.3% | $4,888-28.6% |