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 | $138,141 | $133,958+3.1% | $112,228+23.1% | $134,475+2.7% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -13.29% | 47.11%-60.4pp | 27.45%-40.7pp | 417.96%-431.3pp |
| Employer contribution / active EE | $2,205 | $4,038-45.4% | $3,635-39.3% | $4,740-53.5% |
| Participant deferral / active EE | $6,813 | $5,291+28.8% | $4,728+44.1% | $6,400+6.5% |
| Admin fee / account holder | $11,047 | $7,489+47.5% | $6,410+72.3% | $11,426-3.3% |