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 | $84,129 | $95,862-12.2% | $79,550+5.8% | $134,475-37.4% |
| Participation rate | 82.4% | 75.0%+7.3pp | 69.5%+12.9pp | 81.2%+1.1pp |
| Annual return | -20.27% | -2.69%-17.6pp | 0.16%-20.4pp | 417.96%-438.2pp |
| Employer contribution / active EE | $4,490 | $3,128+43.5% | $2,413+86.1% | $4,740-5.3% |
| Participant deferral / active EE | $5,671 | $4,693+20.8% | $3,985+42.3% | $6,400-11.4% |
| Admin fee / account holder | $964 | $9,126-89.4% | $6,832-85.9% | $11,426-91.6% |