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 | $111,035 | $100,754+10.2% | $86,677+28.1% | $134,475-17.4% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -3.56% | 29.04%-32.6pp | 35.91%-39.5pp | 417.96%-421.5pp |
| Employer contribution / active EE | $6,706 | $3,489+92.2% | $2,836+136.4% | $4,740+41.5% |
| Participant deferral / active EE | $6,529 | $5,338+22.3% | $4,656+40.2% | $6,400+2.0% |
| Admin fee / account holder | $2,432 | $10,926-77.7% | $7,493-67.5% | $11,426-78.7% |