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 | $96,543 | $95,862+0.7% | $79,550+21.4% | $134,475-28.2% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -16.56% | -2.69%-13.9pp | 0.16%-16.7pp | 417.96%-434.5pp |
| Employer contribution / active EE | $2,917 | $3,128-6.8% | $2,413+20.9% | $4,740-38.5% |
| Participant deferral / active EE | $3,212 | $4,693-31.5% | $3,985-19.4% | $6,400-49.8% |
| Admin fee / account holder | $2,305 | $9,126-74.7% | $6,832-66.3% | $11,426-79.8% |