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 | $108,676 | $129,942-16.4% | $104,294+4.2% | $134,475-19.2% |
| Participation rate | 100.0% | 79.5%+20.5pp | 73.3%+26.7pp | 81.2%+18.8pp |
| Annual return | -12.37% | 42.03%-54.4pp | 24.61%-37.0pp | 417.96%-430.3pp |
| Employer contribution / active EE | $13,888 | $4,184+231.9% | $3,372+311.9% | $4,740+193.0% |
| Participant deferral / active EE | $11,539 | $5,588+106.5% | $4,625+149.5% | $6,400+80.3% |
| Admin fee / account holder | $1,098 | $9,323-88.2% | $7,339-85.0% | $11,426-90.4% |