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 | $113,841 | $95,862+18.8% | $79,550+43.1% | $134,475-15.3% |
| Participation rate | 89.5% | 75.0%+14.4pp | 69.5%+20.0pp | 81.2%+8.3pp |
| Annual return | -9.98% | -2.69%-7.3pp | 0.16%-10.1pp | 417.96%-427.9pp |
| Employer contribution / active EE | $1,238 | $3,128-60.4% | $2,413-48.7% | $4,740-73.9% |
| Participant deferral / active EE | $2,821 | $4,693-39.9% | $3,985-29.2% | $6,400-55.9% |
| Admin fee / account holder | $391 | $9,126-95.7% | $6,832-94.3% | $11,426-96.6% |