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 | $113,430 | $107,791+5.2% | $90,645+25.1% | $135,375-16.2% |
| Participation rate | 100.0% | 78.0%+22.0pp | 74.0%+26.0pp | 82.6%+17.4pp |
| Annual return | -9.65% | -0.90%-8.7pp | 1.88%-11.5pp | 519.73%-529.4pp |
| Employer contribution / active EE | $17,880 | $3,018+492.5% | $2,532+606.2% | $4,779+274.2% |
| Participant deferral / active EE | $8,784 | $3,872+126.8% | $3,425+156.5% | $5,609+56.6% |
| Admin fee / account holder | $1,967 | $5,930-66.8% | $4,994-60.6% | $10,827-81.8% |