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 | $70,567 | $85,790-17.7% | $67,313+4.8% | $135,375-47.9% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -3.25% | -0.54%-2.7pp | -4.08%+0.8pp | 519.73%-523.0pp |
| Employer contribution / active EE | $5,172 | $3,487+48.3% | $2,566+101.6% | $4,779+8.2% |
| Participant deferral / active EE | $5,241 | $4,651+12.7% | $3,568+46.9% | $5,609-6.6% |
| Admin fee / account holder | $7,027 | $6,392+9.9% | $4,507+55.9% | $10,827-35.1% |