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 | $189,386 | $105,860+78.9% | $90,749+108.7% | $134,475+40.8% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -17.84% | -11.01%-6.8pp | -12.16%-5.7pp | 417.96%-435.8pp |
| Employer contribution / active EE | $2,429 | $3,462-29.8% | $2,921-16.8% | $4,740-48.7% |
| Participant deferral / active EE | $7,709 | $5,216+47.8% | $4,564+68.9% | $6,400+20.5% |
| Admin fee / account holder | $759 | $13,938-94.6% | $8,445-91.0% | $11,426-93.4% |