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 | $152,210 | $77,813+95.6% | $123,544+23.2% | $64,186+137.1% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | -5.56% | 12.48%-18.0pp | 119.20%-124.8pp | 7.63%-13.2pp |
| Employer contribution / active EE | $3,628 | $3,014+20.4% | $4,628-21.6% | $2,381+52.4% |
| Participant deferral / active EE | $9,387 | $5,240+79.1% | $6,426+46.1% | $3,470+170.6% |
| Admin fee / account holder | $27,631 | $5,519+400.7% | $9,284+197.6% | $4,888+465.3% |