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 | $149,112 | $142,344+4.8% | $119,609+24.7% | $134,475+10.9% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -17.50% | -12.44%-5.1pp | -14.97%-2.5pp | 417.96%-435.5pp |
| Employer contribution / active EE | $9,613 | $5,222+84.1% | $4,232+127.2% | $4,740+102.8% |
| Participant deferral / active EE | $15,838 | $6,469+144.8% | $5,602+182.7% | $6,400+147.5% |
| Admin fee / account holder | $16,985 | $13,584+25.0% | $10,323+64.5% | $11,426+48.7% |