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 | $102,228 | $133,958-23.7% | $112,228-8.9% | $134,475-24.0% |
| Participation rate | 85.7% | 78.6%+7.2pp | 75.1%+10.7pp | 81.2%+4.5pp |
| Annual return | -15.59% | 47.11%-62.7pp | 27.45%-43.0pp | 417.96%-433.6pp |
| Employer contribution / active EE | $3,540 | $4,038-12.3% | $3,635-2.6% | $4,740-25.3% |
| Participant deferral / active EE | $8,155 | $5,291+54.1% | $4,728+72.5% | $6,400+27.4% |
| Admin fee / account holder | $1,369 | $7,489-81.7% | $6,410-78.6% | $11,426-88.0% |