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 | $88,347 | $211,958-58.3% | $169,463-47.9% | $135,375-34.7% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -8.31% | 3.26%-11.6pp | 1.83%-10.1pp | 519.73%-528.0pp |
| Employer contribution / active EE | $6,715 | $5,120+31.2% | $4,159+61.4% | $4,779+40.5% |
| Participant deferral / active EE | $11,013 | $6,075+81.3% | $5,277+108.7% | $5,609+96.3% |
| Admin fee / account holder | $960 | $11,471-91.6% | $9,109-89.5% | $10,827-91.1% |