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 9-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 | $108,511 | $127,100-14.6% | $105,738+2.6% | $135,375-19.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 76.3%+23.7pp | 82.6%+17.4pp |
| Annual return | -3.07% | 4.49%-7.6pp | 6.27%-9.3pp | 519.73%-522.8pp |
| Employer contribution / active EE | $6,609 | $4,107+60.9% | $3,268+102.2% | $4,779+38.3% |
| Participant deferral / active EE | $4,474 | $5,064-11.7% | $4,080+9.7% | $5,609-20.2% |
| Admin fee / account holder | $960 | $9,087-89.4% | $6,913-86.1% | $10,827-91.1% |