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 | $110,702 | $82,664+33.9% | $125,339-11.7% | $68,494+61.6% |
| Participation rate | 90.6% | 75.0%+15.6pp | 82.4%+8.3pp | 67.9%+22.7pp |
| Annual return | -17.22% | -5.97%-11.2pp | 572.05%-589.3pp | -7.84%-9.4pp |
| Employer contribution / active EE | $5,077 | $3,381+50.2% | $4,814+5.5% | $2,596+95.5% |
| Participant deferral / active EE | $5,730 | $6,110-6.2% | $7,446-23.0% | $4,027+42.3% |
| Admin fee / account holder | $513 | $6,275-91.8% | $10,010-94.9% | $5,403-90.5% |