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 | $144,275 | $133,958+7.7% | $112,228+28.6% | $134,475+7.3% |
| Participation rate | 95.7% | 78.6%+17.1pp | 75.1%+20.6pp | 81.2%+14.4pp |
| Annual return | -15.86% | 47.11%-63.0pp | 27.45%-43.3pp | 417.96%-433.8pp |
| Employer contribution / active EE | $18,316 | $4,038+353.6% | $3,635+403.9% | $4,740+286.4% |
| Participant deferral / active EE | $3,151 | $5,291-40.4% | $4,728-33.3% | $6,400-50.8% |
| Admin fee / account holder | $14,011 | $7,489+87.1% | $6,410+118.6% | $11,426+22.6% |