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 | $101,470 | $77,813+30.4% | $123,544-17.9% | $64,186+58.1% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | -4.66% | 12.48%-17.1pp | 119.20%-123.9pp | 7.63%-12.3pp |
| Employer contribution / active EE | $7,051 | $3,014+133.9% | $4,628+52.4% | $2,381+196.1% |
| Participant deferral / active EE | $5,962 | $5,240+13.8% | $6,426-7.2% | $3,470+71.8% |
| Admin fee / account holder | $1,271 | $5,519-77.0% | $9,284-86.3% | $4,888-74.0% |