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 9-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 | $167,317 | $127,100+31.6% | $105,738+58.2% | $135,375+23.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 76.3%+23.7pp | 82.6%+17.4pp |
| Annual return | -7.37% | 4.49%-11.9pp | 6.27%-13.6pp | 519.73%-527.1pp |
| Employer contribution / active EE | $1,093 | $4,107-73.4% | $3,268-66.6% | $4,779-77.1% |
| Participant deferral / active EE | $14,917 | $5,064+194.5% | $4,080+265.6% | $5,609+166.0% |
| Admin fee / account holder | $1,802 | $9,087-80.2% | $6,913-73.9% | $10,827-83.4% |