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 | $94,603 | $73,004+29.6% | $90,749+4.2% | $68,494+38.1% |
| Participation rate | 100.0% | 70.8%+29.2pp | 75.7%+24.3pp | 67.9%+32.1pp |
| Annual return | -13.06% | -13.81%+0.8pp | -12.16%-0.9pp | -7.84%-5.2pp |
| Employer contribution / active EE | $2,544 | $2,193+16.0% | $2,921-12.9% | $2,596-2.0% |
| Participant deferral / active EE | $6,438 | $3,627+77.5% | $4,564+41.1% | $4,027+59.9% |
| Admin fee / account holder | $3,676 | $5,896-37.7% | $8,445-56.5% | $5,403-32.0% |