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 | $173,352 | $142,344+21.8% | $119,609+44.9% | $134,475+28.9% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -2.93% | -12.44%+9.5pp | -14.97%+12.0pp | 417.96%-420.9pp |
| Employer contribution / active EE | $1,250 | $5,222-76.1% | $4,232-70.5% | $4,740-73.6% |
| Participant deferral / active EE | $6,000 | $6,469-7.3% | $5,602+7.1% | $6,400-6.2% |
| Admin fee / account holder | $75,954 | $13,584+459.1% | $10,323+635.7% | $11,426+564.8% |