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 | $66,047 | $127,100-48.0% | $105,738-37.5% | $135,375-51.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 76.3%+23.7pp | 82.6%+17.4pp |
| Annual return | -7.25% | 4.49%-11.7pp | 6.27%-13.5pp | 519.73%-527.0pp |
| Employer contribution / active EE | $4,764 | $4,107+16.0% | $3,268+45.8% | $4,779-0.3% |
| Participant deferral / active EE | $4,252 | $5,064-16.0% | $4,080+4.2% | $5,609-24.2% |
| Admin fee / account holder | $400 | $9,087-95.6% | $6,913-94.2% | $10,827-96.3% |