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 | $111,041 | $158,817-30.1% | $121,196-8.4% | $135,375-18.0% |
| Participation rate | 100.0% | 79.3%+20.7pp | 71.7%+28.3pp | 82.6%+17.4pp |
| Annual return | -6.44% | -0.64%-5.8pp | 16.93%-23.4pp | 519.73%-526.2pp |
| Employer contribution / active EE | $15,908 | $5,665+180.8% | $4,022+295.6% | $4,779+232.9% |
| Participant deferral / active EE | $17,200 | $4,005+329.5% | $3,344+414.3% | $5,609+206.7% |
| Admin fee / account holder | $1,674 | $6,512-74.3% | $5,019-66.7% | $10,827-84.5% |