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 | $94,687 | $129,942-27.1% | $104,294-9.2% | $134,475-29.6% |
| Participation rate | 100.0% | 79.5%+20.5pp | 73.3%+26.7pp | 81.2%+18.8pp |
| Annual return | -16.27% | 42.03%-58.3pp | 24.61%-40.9pp | 417.96%-434.2pp |
| Employer contribution / active EE | $2,851 | $4,184-31.9% | $3,372-15.4% | $4,740-39.8% |
| Participant deferral / active EE | $7,980 | $5,588+42.8% | $4,625+72.5% | $6,400+24.7% |
| Admin fee / account holder | $24,105 | $9,323+158.6% | $7,339+228.4% | $11,426+111.0% |