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 | $82,444 | $45,865+79.8% | $40,757+102.3% | $125,391-34.3% |
| Participation rate | 100.0% | 84.2%+15.8pp | 79.3%+20.7pp | 83.2%+16.8pp |
| Annual return | -2.12% | -1.32%-0.8pp | -0.50%-1.6pp | 282.22%-284.3pp |
| Employer contribution / active EE | $2,898 | $3,697-21.6% | $3,004-3.5% | $4,866-40.4% |
| Participant deferral / active EE | $11,988 | $4,199+185.5% | $3,485+244.0% | $5,352+124.0% |
| Admin fee / account holder | $551 | $5,763-90.4% | $4,272-87.1% | $9,540-94.2% |