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 | $91,554 | $82,286+11.3% | $68,791+33.1% | $134,475-31.9% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.0%+31.0pp | 81.2%+18.8pp |
| Annual return | -17.70% | -2.19%-15.5pp | -6.38%-11.3pp | 417.96%-435.7pp |
| Employer contribution / active EE | $2,932 | $3,301-11.2% | $2,655+10.4% | $4,740-38.1% |
| Participant deferral / active EE | $6,376 | $4,739+34.6% | $3,941+61.8% | $6,400-0.4% |
| Admin fee / account holder | $561 | $6,481-91.3% | $4,932-88.6% | $11,426-95.1% |