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 | $134,272 | $133,958+0.2% | $112,228+19.6% | $134,475-0.2% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -16.08% | 47.11%-63.2pp | 27.45%-43.5pp | 417.96%-434.0pp |
| Employer contribution / active EE | $15,666 | $4,038+288.0% | $3,635+331.0% | $4,740+230.5% |
| Participant deferral / active EE | $2,663 | $5,291-49.7% | $4,728-43.7% | $6,400-58.4% |
| Admin fee / account holder | $791 | $7,489-89.4% | $6,410-87.7% | $11,426-93.1% |