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 | $211,851 | $75,935+179.0% | $60,547+249.9% | $125,391+69.0% |
| Participation rate | 100.0% | 76.5%+23.5pp | 68.0%+32.0pp | 83.2%+16.8pp |
| Annual return | 0.70% | -5.38%+6.1pp | 335.64%-334.9pp | 282.22%-281.5pp |
| Employer contribution / active EE | $2,673 | $3,438-22.3% | $2,419+10.5% | $4,866-45.1% |
| Participant deferral / active EE | $9,065 | $4,506+101.2% | $3,328+172.4% | $5,352+69.4% |
| Admin fee / account holder | $3,525 | $6,768-47.9% | $4,536-22.3% | $9,540-63.1% |