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 | $101,255 | $82,286+23.1% | $68,791+47.2% | $134,475-24.7% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.0%+31.0pp | 81.2%+18.8pp |
| Annual return | -17.89% | -2.19%-15.7pp | -6.38%-11.5pp | 417.96%-435.9pp |
| Employer contribution / active EE | $1,211 | $3,301-63.3% | $2,655-54.4% | $4,740-74.5% |
| Participant deferral / active EE | $1,723 | $4,739-63.6% | $3,941-56.3% | $6,400-73.1% |
| Admin fee / account holder | $820 | $6,481-87.3% | $4,932-83.4% | $11,426-92.8% |