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 | $80,723 | $133,958-39.7% | $112,228-28.1% | $134,475-40.0% |
| Participation rate | 88.9% | 78.6%+10.3pp | 75.1%+13.8pp | 81.2%+7.7pp |
| Annual return | -17.10% | 47.11%-64.2pp | 27.45%-44.6pp | 417.96%-435.1pp |
| Employer contribution / active EE | $2,846 | $4,038-29.5% | $3,635-21.7% | $4,740-40.0% |
| Participant deferral / active EE | $7,508 | $5,291+41.9% | $4,728+58.8% | $6,400+17.3% |
| Admin fee / account holder | $9,133 | $7,489+22.0% | $6,410+42.5% | $11,426-20.1% |