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 | $140,082 | $82,664+69.5% | $125,339+11.8% | $68,494+104.5% |
| Participation rate | 88.1% | 75.0%+13.0pp | 82.4%+5.7pp | 67.9%+20.2pp |
| Annual return | -18.60% | -5.97%-12.6pp | 572.05%-590.7pp | -7.84%-10.8pp |
| Employer contribution / active EE | $3,649 | $3,381+7.9% | $4,814-24.2% | $2,596+40.5% |
| Participant deferral / active EE | $8,088 | $6,110+32.4% | $7,446+8.6% | $4,027+100.8% |
| Admin fee / account holder | $9,295 | $6,275+48.1% | $10,010-7.1% | $5,403+72.0% |