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 | $103,826 | $99,032+4.8% | $80,019+29.8% | $135,375-23.3% |
| Participation rate | 83.3% | 78.4%+5.0pp | 75.8%+7.5pp | 82.6%+0.7pp |
| Annual return | -3.07% | 15.39%-18.5pp | 11.22%-14.3pp | 519.73%-522.8pp |
| Employer contribution / active EE | $1,715 | $3,043-43.6% | $2,468-30.5% | $4,779-64.1% |
| Participant deferral / active EE | $3,481 | $4,282-18.7% | $3,686-5.6% | $5,609-37.9% |
| Admin fee / account holder | $29,424 | $10,436+182.0% | $6,521+351.2% | $10,827+171.8% |