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 | $135,327 | $105,860+27.8% | $90,749+49.1% | $134,475+0.6% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -14.03% | -11.01%-3.0pp | -12.16%-1.9pp | 417.96%-432.0pp |
| Employer contribution / active EE | $2,031 | $3,462-41.3% | $2,921-30.5% | $4,740-57.2% |
| Participant deferral / active EE | $4,542 | $5,216-12.9% | $4,564-0.5% | $6,400-29.0% |
| Admin fee / account holder | $1,636 | $13,938-88.3% | $8,445-80.6% | $11,426-85.7% |