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 | $80,700 | $129,942-37.9% | $104,294-22.6% | $134,475-40.0% |
| Participation rate | 100.0% | 79.5%+20.5pp | 73.3%+26.7pp | 81.2%+18.8pp |
| Annual return | -19.16% | 42.03%-61.2pp | 24.61%-43.8pp | 417.96%-437.1pp |
| Employer contribution / active EE | $5,116 | $4,184+22.3% | $3,372+51.7% | $4,740+7.9% |
| Participant deferral / active EE | $7,193 | $5,588+28.7% | $4,625+55.5% | $6,400+12.4% |
| Admin fee / account holder | $1,301 | $9,323-86.0% | $7,339-82.3% | $11,426-88.6% |