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 | $188,162 | $142,344+32.2% | $119,609+57.3% | $134,475+39.9% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -3.75% | -12.44%+8.7pp | -14.97%+11.2pp | 417.96%-421.7pp |
| Employer contribution / active EE | $22,132 | $5,222+323.8% | $4,232+423.0% | $4,740+367.0% |
| Participant deferral / active EE | $9,690 | $6,469+49.8% | $5,602+73.0% | $6,400+51.4% |
| Admin fee / account holder | $2,065 | $13,584-84.8% | $10,323-80.0% | $11,426-81.9% |