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 7-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 | $122,748 | $82,286+49.2% | $68,791+78.4% | $134,475-8.7% |
| Participation rate | 85.7% | 75.1%+10.7pp | 69.0%+16.7pp | 81.2%+4.5pp |
| Annual return | -17.05% | -2.19%-14.9pp | -6.38%-10.7pp | 417.96%-435.0pp |
| Employer contribution / active EE | $4,656 | $3,301+41.1% | $2,655+75.4% | $4,740-1.8% |
| Participant deferral / active EE | $11,684 | $4,739+146.6% | $3,941+196.5% | $6,400+82.6% |
| Admin fee / account holder | $1,279 | $6,481-80.3% | $4,932-74.1% | $11,426-88.8% |