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 | $78,280 | $82,664-5.3% | $125,339-37.5% | $68,494+14.3% |
| Participation rate | 88.6% | 75.0%+13.6pp | 82.4%+6.3pp | 67.9%+20.7pp |
| Annual return | 18.76% | -5.97%+24.7pp | 572.05%-553.3pp | -7.84%+26.6pp |
| Employer contribution / active EE | $5,720 | $3,381+69.2% | $4,814+18.8% | $2,596+120.3% |
| Participant deferral / active EE | $0 | $6,110-100.0% | $7,446-100.0% | $4,027-100.0% |
| Admin fee / account holder | $3,516 | $6,275-44.0% | $10,010-64.9% | $5,403-34.9% |