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 | $101,032 | $95,193+6.1% | $76,523+32.0% | $135,375-25.4% |
| Participation rate | 87.5% | 74.4%+13.1pp | 68.0%+19.5pp | 82.6%+4.9pp |
| Annual return | -9.73% | 4.85%-14.6pp | -0.27%-9.5pp | 519.73%-529.5pp |
| Employer contribution / active EE | $3,887 | $3,302+17.7% | $2,647+46.8% | $4,779-18.7% |
| Participant deferral / active EE | $11,318 | $4,639+143.9% | $3,835+195.1% | $5,609+101.8% |
| Admin fee / account holder | $549 | $6,249-91.2% | $4,848-88.7% | $10,827-94.9% |