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 | $45,021 | $97,044-53.6% | $83,333-46.0% | $135,375-66.7% |
| Participation rate | 100.0% | 80.4%+19.6pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -6.63% | 12.31%-18.9pp | 10.63%-17.3pp | 519.73%-526.4pp |
| Employer contribution / active EE | $4,937 | $4,143+19.2% | $3,379+46.1% | $4,779+3.3% |
| Participant deferral / active EE | $12,959 | $5,964+117.3% | $5,565+132.9% | $5,609+131.1% |
| Admin fee / account holder | $3,704 | $8,380-55.8% | $7,510-50.7% | $10,827-65.8% |