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 | $143,317 | $100,754+42.2% | $86,677+65.3% | $134,475+6.6% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -19.45% | 29.04%-48.5pp | 35.91%-55.4pp | 417.96%-437.4pp |
| Employer contribution / active EE | $1,477 | $3,489-57.7% | $2,836-47.9% | $4,740-68.8% |
| Participant deferral / active EE | $9,162 | $5,338+71.6% | $4,656+96.8% | $6,400+43.2% |
| Admin fee / account holder | $2,926 | $10,926-73.2% | $7,493-61.0% | $11,426-74.4% |