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 | $215,815 | $142,344+51.6% | $119,609+80.4% | $134,475+60.5% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -19.71% | -12.44%-7.3pp | -14.97%-4.7pp | 417.96%-437.7pp |
| Employer contribution / active EE | $21,069 | $5,222+303.5% | $4,232+397.9% | $4,740+344.5% |
| Participant deferral / active EE | $16,419 | $6,469+153.8% | $5,602+193.1% | $6,400+156.5% |
| Admin fee / account holder | $644 | $13,584-95.3% | $10,323-93.8% | $11,426-94.4% |