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 | $96,834 | $133,958-27.7% | $112,228-13.7% | $134,475-28.0% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -15.20% | 47.11%-62.3pp | 27.45%-42.6pp | 417.96%-433.2pp |
| Employer contribution / active EE | $21,811 | $4,038+440.1% | $3,635+500.1% | $4,740+360.2% |
| Participant deferral / active EE | $1,600 | $5,291-69.8% | $4,728-66.2% | $6,400-75.0% |
| Admin fee / account holder | $1,807 | $7,489-75.9% | $6,410-71.8% | $11,426-84.2% |