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 | $119,630 | $100,754+18.7% | $86,677+38.0% | $134,475-11.0% |
| Participation rate | 93.3% | 78.9%+14.4pp | 76.6%+16.8pp | 81.2%+12.1pp |
| Annual return | -14.59% | 29.04%-43.6pp | 35.91%-50.5pp | 417.96%-432.6pp |
| Employer contribution / active EE | $2,991 | $3,489-14.3% | $2,836+5.4% | $4,740-36.9% |
| Participant deferral / active EE | $6,424 | $5,338+20.3% | $4,656+38.0% | $6,400+0.4% |
| Admin fee / account holder | $1,239 | $10,926-88.7% | $7,493-83.5% | $11,426-89.2% |