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 | $129,903 | $133,958-3.0% | $112,228+15.7% | $134,475-3.4% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -11.11% | 47.11%-58.2pp | 27.45%-38.6pp | 417.96%-429.1pp |
| Employer contribution / active EE | $2,317 | $4,038-42.6% | $3,635-36.3% | $4,740-51.1% |
| Participant deferral / active EE | $5,890 | $5,291+11.3% | $4,728+24.6% | $6,400-8.0% |
| Admin fee / account holder | $7,840 | $7,489+4.7% | $6,410+22.3% | $11,426-31.4% |