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 6-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 | $134,586 | $167,484-19.6% | $151,611-11.2% | $134,475+0.1% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -16.38% | 7.80%-24.2pp | 3.33%-19.7pp | 417.96%-434.3pp |
| Employer contribution / active EE | $2,602 | $6,829-61.9% | $6,166-57.8% | $4,740-45.1% |
| Participant deferral / active EE | $11,661 | $8,986+29.8% | $8,363+39.4% | $6,400+82.2% |
| Admin fee / account holder | $739 | $13,783-94.6% | $11,616-93.6% | $11,426-93.5% |