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 | $81,889 | $49,177+66.5% | $79,464+3.1% | $64,186+27.6% |
| Participation rate | 89.2% | 65.0%+24.2pp | 73.3%+15.8pp | 69.6%+19.6pp |
| Annual return | -0.86% | -1.16%+0.3pp | 718.14%-719.0pp | 7.63%-8.5pp |
| Employer contribution / active EE | $6,628 | $2,076+219.2% | $2,800+136.7% | $2,381+178.4% |
| Participant deferral / active EE | $0 | $2,821-100.0% | $3,704-100.0% | $3,470-100.0% |
| Admin fee / account holder | $9,362 | $3,839+143.9% | $5,113+83.1% | $4,888+91.5% |