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 | $114,262 | $129,942-12.1% | $104,294+9.6% | $134,475-15.0% |
| Participation rate | 85.7% | 79.5%+6.2pp | 73.3%+12.5pp | 81.2%+4.5pp |
| Annual return | -14.68% | 42.03%-56.7pp | 24.61%-39.3pp | 417.96%-432.6pp |
| Employer contribution / active EE | $5,036 | $4,184+20.4% | $3,372+49.4% | $4,740+6.3% |
| Participant deferral / active EE | $8,367 | $5,588+49.7% | $4,625+80.9% | $6,400+30.7% |
| Admin fee / account holder | $4,814 | $9,323-48.4% | $7,339-34.4% | $11,426-57.9% |