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 | $124,263 | $82,664+50.3% | $125,339-0.9% | $68,494+81.4% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -18.01% | -5.97%-12.0pp | 572.05%-590.1pp | -7.84%-10.2pp |
| Employer contribution / active EE | $1,199 | $3,381-64.5% | $4,814-75.1% | $2,596-53.8% |
| Participant deferral / active EE | $9,354 | $6,110+53.1% | $7,446+25.6% | $4,027+132.3% |
| Admin fee / account holder | $4,737 | $6,275-24.5% | $10,010-52.7% | $5,403-12.3% |