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 | $118,447 | $95,862+23.6% | $79,550+48.9% | $134,475-11.9% |
| Participation rate | 93.8% | 75.0%+18.7pp | 69.5%+24.3pp | 81.2%+12.5pp |
| Annual return | -17.65% | -2.69%-15.0pp | 0.16%-17.8pp | 417.96%-435.6pp |
| Employer contribution / active EE | $4,165 | $3,128+33.1% | $2,413+72.6% | $4,740-12.1% |
| Participant deferral / active EE | $8,689 | $4,693+85.2% | $3,985+118.0% | $6,400+35.8% |
| Admin fee / account holder | $1,424 | $9,126-84.4% | $6,832-79.2% | $11,426-87.5% |