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 | $119,622 | $100,754+18.7% | $86,677+38.0% | $134,475-11.0% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -17.14% | 29.04%-46.2pp | 35.91%-53.0pp | 417.96%-435.1pp |
| Employer contribution / active EE | $5,859 | $3,489+67.9% | $2,836+106.6% | $4,740+23.6% |
| Participant deferral / active EE | $10,474 | $5,338+96.2% | $4,656+125.0% | $6,400+63.7% |
| Admin fee / account holder | $9,009 | $10,926-17.5% | $7,493+20.2% | $11,426-21.1% |