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 | $50,904 | $113,935-55.3% | $94,224-46.0% | $125,391-59.4% |
| Participation rate | 100.0% | 82.9%+17.1pp | 78.8%+21.2pp | 83.2%+16.8pp |
| Annual return | -1.20% | 5.29%-6.5pp | 10.68%-11.9pp | 282.22%-283.4pp |
| Employer contribution / active EE | $7,410 | $4,727+56.8% | $3,587+106.6% | $4,866+52.3% |
| Participant deferral / active EE | $9,556 | $5,179+84.5% | $4,320+121.2% | $5,352+78.6% |
| Admin fee / account holder | $526 | $8,391-93.7% | $6,269-91.6% | $9,540-94.5% |