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 | $127,383 | $95,862+32.9% | $79,550+60.1% | $134,475-5.3% |
| Participation rate | 83.3% | 75.0%+8.3pp | 69.5%+13.8pp | 81.2%+2.1pp |
| Annual return | -14.49% | -2.69%-11.8pp | 0.16%-14.7pp | 417.96%-432.5pp |
| Employer contribution / active EE | $4,461 | $3,128+42.6% | $2,413+84.9% | $4,740-5.9% |
| Participant deferral / active EE | $4,545 | $4,693-3.2% | $3,985+14.0% | $6,400-29.0% |
| Admin fee / account holder | $52,438 | $9,126+474.6% | $6,832+667.5% | $11,426+358.9% |