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 | $114,451 | $75,935+50.7% | $60,547+89.0% | $125,391-8.7% |
| Participation rate | 93.3% | 76.5%+16.8pp | 68.0%+25.4pp | 83.2%+10.1pp |
| Annual return | -0.65% | -5.38%+4.7pp | 335.64%-336.3pp | 282.22%-282.9pp |
| Employer contribution / active EE | $3,159 | $3,438-8.1% | $2,419+30.6% | $4,866-35.1% |
| Participant deferral / active EE | $6,547 | $4,506+45.3% | $3,328+96.8% | $5,352+22.3% |
| Admin fee / account holder | $698 | $6,768-89.7% | $4,536-84.6% | $9,540-92.7% |