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 | $125,706 | $107,791+16.6% | $90,645+38.7% | $135,375-7.1% |
| Participation rate | 100.0% | 78.0%+22.0pp | 74.0%+26.0pp | 82.6%+17.4pp |
| Annual return | -6.27% | -0.90%-5.4pp | 1.88%-8.2pp | 519.73%-526.0pp |
| Employer contribution / active EE | $5,239 | $3,018+73.6% | $2,532+106.9% | $4,779+9.6% |
| Participant deferral / active EE | $7,543 | $3,872+94.8% | $3,425+120.3% | $5,609+34.5% |
| Admin fee / account holder | $2,658 | $5,930-55.2% | $4,994-46.8% | $10,827-75.4% |