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 | $93,083 | $107,791-13.6% | $90,645+2.7% | $135,375-31.2% |
| Participation rate | 100.0% | 78.0%+22.0pp | 74.0%+26.0pp | 82.6%+17.4pp |
| Annual return | -6.34% | -0.90%-5.4pp | 1.88%-8.2pp | 519.73%-526.1pp |
| Employer contribution / active EE | $6,087 | $3,018+101.7% | $2,532+140.4% | $4,779+27.4% |
| Participant deferral / active EE | $17,353 | $3,872+348.1% | $3,425+406.7% | $5,609+209.4% |
| Admin fee / account holder | $9,938 | $5,930+67.6% | $4,994+99.0% | $10,827-8.2% |