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 9-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 | $90,265 | $78,694+14.7% | $67,652+33.4% | $125,391-28.0% |
| Participation rate | 91.3% | 78.8%+12.5pp | 75.7%+15.6pp | 83.2%+8.1pp |
| Annual return | -0.34% | 9.46%-9.8pp | 6625.04%-6625.4pp | 282.22%-282.6pp |
| Employer contribution / active EE | $1,314 | $3,044-56.8% | $2,266-42.0% | $4,866-73.0% |
| Participant deferral / active EE | $3,808 | $4,292-11.3% | $3,560+7.0% | $5,352-28.8% |
| Admin fee / account holder | $2,562 | $7,403-65.4% | $4,821-46.9% | $9,540-73.1% |