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 | $77,832 | $133,958-41.9% | $112,228-30.6% | $134,475-42.1% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -12.63% | 47.11%-59.7pp | 27.45%-40.1pp | 417.96%-430.6pp |
| Employer contribution / active EE | $1,971 | $4,038-51.2% | $3,635-45.8% | $4,740-58.4% |
| Participant deferral / active EE | $8,208 | $5,291+55.1% | $4,728+73.6% | $6,400+28.3% |
| Admin fee / account holder | $4,302 | $7,489-42.6% | $6,410-32.9% | $11,426-62.4% |