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 | $100,120 | $91,911+8.9% | $68,793+45.5% | $135,375-26.0% |
| Participation rate | 94.7% | 76.7%+18.0pp | 72.2%+22.5pp | 82.6%+12.1pp |
| Annual return | -2.42% | -8.22%+5.8pp | -4.63%+2.2pp | 519.73%-522.2pp |
| Employer contribution / active EE | $3,344 | $3,924-14.8% | $2,625+27.4% | $4,779-30.0% |
| Participant deferral / active EE | $9,412 | $4,315+118.1% | $3,311+184.3% | $5,609+67.8% |
| Admin fee / account holder | $2,721 | $9,240-70.6% | $5,131-47.0% | $10,827-74.9% |