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 | $72,057 | $167,484-57.0% | $151,611-52.5% | $134,475-46.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -10.54% | 7.80%-18.3pp | 3.33%-13.9pp | 417.96%-428.5pp |
| Employer contribution / active EE | $17,457 | $6,829+155.6% | $6,166+183.1% | $4,740+268.3% |
| Participant deferral / active EE | $13,999 | $8,986+55.8% | $8,363+67.4% | $6,400+118.7% |
| Admin fee / account holder | $15,861 | $13,783+15.1% | $11,616+36.5% | $11,426+38.8% |