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 | $146,034 | $97,044+50.5% | $83,333+75.2% | $135,375+7.9% |
| Participation rate | 100.0% | 80.4%+19.6pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -4.48% | 12.31%-16.8pp | 10.63%-15.1pp | 519.73%-524.2pp |
| Employer contribution / active EE | $7,410 | $4,143+78.8% | $3,379+119.3% | $4,779+55.1% |
| Participant deferral / active EE | $5,680 | $5,964-4.8% | $5,565+2.1% | $5,609+1.3% |
| Admin fee / account holder | $3,991 | $8,380-52.4% | $7,510-46.9% | $10,827-63.1% |