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 | $100,813 | $69,518+45.0% | $59,878+68.4% | $135,375-25.5% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.7%+25.3pp | 82.6%+17.4pp |
| Annual return | -7.58% | 7.94%-15.5pp | 3.46%-11.0pp | 519.73%-527.3pp |
| Employer contribution / active EE | $6,569 | $3,235+103.1% | $2,722+141.3% | $4,779+37.5% |
| Participant deferral / active EE | $20,117 | $4,206+378.3% | $3,402+491.3% | $5,609+258.7% |
| Admin fee / account holder | $743 | $5,734-87.0% | $3,590-79.3% | $10,827-93.1% |