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 | $110,270 | $95,193+15.8% | $76,523+44.1% | $135,375-18.5% |
| Participation rate | 93.3% | 74.4%+18.9pp | 68.0%+25.3pp | 82.6%+10.7pp |
| Annual return | -8.20% | 4.85%-13.0pp | -0.27%-7.9pp | 519.73%-527.9pp |
| Employer contribution / active EE | $10,320 | $3,302+212.5% | $2,647+289.8% | $4,779+116.0% |
| Participant deferral / active EE | $12,261 | $4,639+164.3% | $3,835+219.7% | $5,609+118.6% |
| Admin fee / account holder | $1,216 | $6,249-80.5% | $4,848-74.9% | $10,827-88.8% |