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 | $108,728 | $78,694+38.2% | $67,652+60.7% | $125,391-13.3% |
| Participation rate | 90.5% | 78.8%+11.7pp | 75.7%+14.8pp | 83.2%+7.3pp |
| Annual return | -2.27% | 9.46%-11.7pp | 6625.04%-6627.3pp | 282.22%-284.5pp |
| Employer contribution / active EE | $0 | $3,044-100.0% | $2,266-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $3,672 | $4,292-14.4% | $3,560+3.2% | $5,352-31.4% |
| Admin fee / account holder | $928 | $7,403-87.5% | $4,821-80.8% | $9,540-90.3% |