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 | $97,561 | $133,958-27.2% | $112,228-13.1% | $134,475-27.5% |
| Participation rate | 94.1% | 78.6%+15.6pp | 75.1%+19.1pp | 81.2%+12.9pp |
| Annual return | -18.45% | 47.11%-65.6pp | 27.45%-45.9pp | 417.96%-436.4pp |
| Employer contribution / active EE | $4,371 | $4,038+8.2% | $3,635+20.3% | $4,740-7.8% |
| Participant deferral / active EE | $7,121 | $5,291+34.6% | $4,728+50.6% | $6,400+11.3% |
| Admin fee / account holder | $23,349 | $7,489+211.8% | $6,410+264.2% | $11,426+104.3% |