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 | $99,576 | $95,862+3.9% | $79,550+25.2% | $134,475-26.0% |
| Participation rate | 88.9% | 75.0%+13.9pp | 69.5%+19.4pp | 81.2%+7.7pp |
| Annual return | -12.02% | -2.69%-9.3pp | 0.16%-12.2pp | 417.96%-430.0pp |
| Employer contribution / active EE | $4,907 | $3,128+56.9% | $2,413+103.3% | $4,740+3.5% |
| Participant deferral / active EE | $10,236 | $4,693+118.1% | $3,985+156.9% | $6,400+60.0% |
| Admin fee / account holder | $487 | $9,126-94.7% | $6,832-92.9% | $11,426-95.7% |