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 | $123,073 | $91,911+33.9% | $68,793+78.9% | $135,375-9.1% |
| Participation rate | 100.0% | 76.7%+23.3pp | 72.2%+27.8pp | 82.6%+17.4pp |
| Annual return | -6.32% | -8.22%+1.9pp | -4.63%-1.7pp | 519.73%-526.1pp |
| Employer contribution / active EE | $1,829 | $3,924-53.4% | $2,625-30.3% | $4,779-61.7% |
| Participant deferral / active EE | $4,899 | $4,315+13.5% | $3,311+47.9% | $5,609-12.7% |
| Admin fee / account holder | $1,204 | $9,240-87.0% | $5,131-76.5% | $10,827-88.9% |