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 | $130,403 | $95,862+36.0% | $79,550+63.9% | $134,475-3.0% |
| Participation rate | 93.8% | 75.0%+18.7pp | 69.5%+24.3pp | 81.2%+12.5pp |
| Annual return | -16.27% | -2.69%-13.6pp | 0.16%-16.4pp | 417.96%-434.2pp |
| Employer contribution / active EE | $2,775 | $3,128-11.3% | $2,413+15.0% | $4,740-41.5% |
| Participant deferral / active EE | $10,431 | $4,693+122.3% | $3,985+161.7% | $6,400+63.0% |
| Admin fee / account holder | $677 | $9,126-92.6% | $6,832-90.1% | $11,426-94.1% |