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 | $128,533 | $129,942-1.1% | $104,294+23.2% | $134,475-4.4% |
| Participation rate | 100.0% | 79.5%+20.5pp | 73.3%+26.7pp | 81.2%+18.8pp |
| Annual return | -17.51% | 42.03%-59.5pp | 24.61%-42.1pp | 417.96%-435.5pp |
| Employer contribution / active EE | $4,851 | $4,184+15.9% | $3,372+43.9% | $4,740+2.4% |
| Participant deferral / active EE | $7,150 | $5,588+27.9% | $4,625+54.6% | $6,400+11.7% |
| Admin fee / account holder | $33,539 | $9,323+259.7% | $7,339+357.0% | $11,426+193.5% |