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 | $95,262 | $75,935+25.5% | $60,547+57.3% | $125,391-24.0% |
| Participation rate | 100.0% | 76.5%+23.5pp | 68.0%+32.0pp | 83.2%+16.8pp |
| Annual return | -1.40% | -5.38%+4.0pp | 335.64%-337.0pp | 282.22%-283.6pp |
| Employer contribution / active EE | $883 | $3,438-74.3% | $2,419-63.5% | $4,866-81.9% |
| Participant deferral / active EE | $8,362 | $4,506+85.6% | $3,328+151.3% | $5,352+56.3% |
| Admin fee / account holder | $4,667 | $6,768-31.0% | $4,536+2.9% | $9,540-51.1% |