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 | $212,136 | $142,344+49.0% | $119,609+77.4% | $134,475+57.8% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -15.29% | -12.44%-2.8pp | -14.97%-0.3pp | 417.96%-433.3pp |
| Employer contribution / active EE | $4,291 | $5,222-17.8% | $4,232+1.4% | $4,740-9.5% |
| Participant deferral / active EE | $9,510 | $6,469+47.0% | $5,602+69.8% | $6,400+48.6% |
| Admin fee / account holder | $2,022 | $13,584-85.1% | $10,323-80.4% | $11,426-82.3% |