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 | $101,439 | $100,754+0.7% | $86,677+17.0% | $134,475-24.6% |
| Participation rate | 91.7% | 78.9%+12.7pp | 76.6%+15.1pp | 81.2%+10.4pp |
| Annual return | -19.29% | 29.04%-48.3pp | 35.91%-55.2pp | 417.96%-437.3pp |
| Employer contribution / active EE | $3,183 | $3,489-8.8% | $2,836+12.2% | $4,740-32.9% |
| Participant deferral / active EE | $6,826 | $5,338+27.9% | $4,656+46.6% | $6,400+6.7% |
| Admin fee / account holder | $19,758 | $10,926+80.8% | $7,493+163.7% | $11,426+72.9% |