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 | $105,922 | $69,010+53.5% | $159,960-33.8% | $68,494+54.6% |
| Participation rate | 86.7% | 65.4%+21.3pp | 78.0%+8.7pp | 67.9%+18.8pp |
| Annual return | -16.67% | -9.65%-7.0pp | 408.60%-425.3pp | -7.84%-8.8pp |
| Employer contribution / active EE | $5,435 | $2,213+145.5% | $4,226+28.6% | $2,596+109.3% |
| Participant deferral / active EE | $4,900 | $4,212+16.3% | $6,182-20.7% | $4,027+21.7% |
| Admin fee / account holder | $8,154 | $4,798+69.9% | $8,698-6.3% | $5,403+50.9% |