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 | $111,687 | $152,509-26.8% | $117,472-4.9% | $134,475-16.9% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | -16.13% | 52.99%-69.1pp | 29.74%-45.9pp | 417.96%-434.1pp |
| Employer contribution / active EE | $6,084 | $5,571+9.2% | $4,176+45.7% | $4,740+28.4% |
| Participant deferral / active EE | $13,223 | $4,818+174.5% | $4,070+224.9% | $6,400+106.6% |
| Admin fee / account holder | $906 | $7,004-87.1% | $5,645-83.9% | $11,426-92.1% |