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 | $110,355 | $167,484-34.1% | $151,611-27.2% | $134,475-17.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -15.74% | 7.80%-23.5pp | 3.33%-19.1pp | 417.96%-433.7pp |
| Employer contribution / active EE | $4,298 | $6,829-37.1% | $6,166-30.3% | $4,740-9.3% |
| Participant deferral / active EE | $9,025 | $8,986+0.4% | $8,363+7.9% | $6,400+41.0% |
| Admin fee / account holder | $1,395 | $13,783-89.9% | $11,616-88.0% | $11,426-87.8% |