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 | $200,916 | $142,344+41.1% | $119,609+68.0% | $134,475+49.4% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -18.65% | -12.44%-6.2pp | -14.97%-3.7pp | 417.96%-436.6pp |
| Employer contribution / active EE | $11,741 | $5,222+124.8% | $4,232+177.4% | $4,740+147.7% |
| Participant deferral / active EE | $6,000 | $6,469-7.3% | $5,602+7.1% | $6,400-6.2% |
| Admin fee / account holder | $2,021 | $13,584-85.1% | $10,323-80.4% | $11,426-82.3% |