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 | $73,323 | $100,754-27.2% | $86,677-15.4% | $134,475-45.5% |
| Participation rate | 85.7% | 78.9%+6.8pp | 76.6%+9.1pp | 81.2%+4.5pp |
| Annual return | -18.07% | 29.04%-47.1pp | 35.91%-54.0pp | 417.96%-436.0pp |
| Employer contribution / active EE | $17,544 | $3,489+402.8% | $2,836+518.5% | $4,740+270.2% |
| Participant deferral / active EE | $5,486 | $5,338+2.8% | $4,656+17.8% | $6,400-14.3% |
| Admin fee / account holder | $1,363 | $10,926-87.5% | $7,493-81.8% | $11,426-88.1% |