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 | $25,216 | $133,958-81.2% | $112,228-77.5% | $134,475-81.2% |
| Participation rate | 85.0% | 78.6%+6.4pp | 75.1%+9.9pp | 81.2%+3.8pp |
| Annual return | -12.86% | 47.11%-60.0pp | 27.45%-40.3pp | 417.96%-430.8pp |
| Employer contribution / active EE | $2,852 | $4,038-29.4% | $3,635-21.5% | $4,740-39.8% |
| Participant deferral / active EE | $1,780 | $5,291-66.4% | $4,728-62.3% | $6,400-72.2% |
| Admin fee / account holder | $9,071 | $7,489+21.1% | $6,410+41.5% | $11,426-20.6% |