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 | $125,536 | $100,754+24.6% | $86,677+44.8% | $134,475-6.6% |
| Participation rate | 78.3% | 78.9%-0.7pp | 76.6%+1.7pp | 81.2%-3.0pp |
| Annual return | -9.27% | 29.04%-38.3pp | 35.91%-45.2pp | 417.96%-427.2pp |
| Employer contribution / active EE | $1,042 | $3,489-70.1% | $2,836-63.2% | $4,740-78.0% |
| Participant deferral / active EE | $7,134 | $5,338+33.6% | $4,656+53.2% | $6,400+11.5% |
| Admin fee / account holder | $707 | $10,926-93.5% | $7,493-90.6% | $11,426-93.8% |