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 | $90,593 | $142,344-36.4% | $119,609-24.3% | $134,475-32.6% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -18.52% | -12.44%-6.1pp | -14.97%-3.5pp | 417.96%-436.5pp |
| Employer contribution / active EE | $8,649 | $5,222+65.6% | $4,232+104.4% | $4,740+82.5% |
| Participant deferral / active EE | $8,028 | $6,469+24.1% | $5,602+43.3% | $6,400+25.4% |
| Admin fee / account holder | $1,697 | $13,584-87.5% | $10,323-83.6% | $11,426-85.1% |