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 | $157,957 | $100,754+56.8% | $86,677+82.2% | $134,475+17.5% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -18.84% | 29.04%-47.9pp | 35.91%-54.8pp | 417.96%-436.8pp |
| Employer contribution / active EE | $2,662 | $3,489-23.7% | $2,836-6.1% | $4,740-43.8% |
| Participant deferral / active EE | $11,409 | $5,338+113.7% | $4,656+145.0% | $6,400+78.3% |
| Admin fee / account holder | $876 | $10,926-92.0% | $7,493-88.3% | $11,426-92.3% |