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 | $116,825 | $82,032+42.4% | $123,104-5.1% | $59,632+95.9% |
| Participation rate | 76.9% | 83.2%-6.3pp | 86.8%-9.9pp | 68.7%+8.3pp |
| Annual return | -1.69% | 5.12%-6.8pp | 13.22%-14.9pp | 2041.28%-2043.0pp |
| Employer contribution / active EE | $5,529 | $3,297+67.7% | $5,151+7.3% | $2,203+151.0% |
| Participant deferral / active EE | $13,347 | $4,667+186.0% | $6,230+114.3% | $3,192+318.2% |
| Admin fee / account holder | $1,711 | $5,881-70.9% | $9,015-81.0% | $4,297-60.2% |