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 | $115,469 | $82,664+39.7% | $125,339-7.9% | $68,494+68.6% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -17.85% | -5.97%-11.9pp | 572.05%-589.9pp | -7.84%-10.0pp |
| Employer contribution / active EE | $4,105 | $3,381+21.4% | $4,814-14.7% | $2,596+58.1% |
| Participant deferral / active EE | $7,517 | $6,110+23.0% | $7,446+1.0% | $4,027+86.7% |
| Admin fee / account holder | $452 | $6,275-92.8% | $10,010-95.5% | $5,403-91.6% |