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 | $99,992 | $95,862+4.3% | $79,550+25.7% | $134,475-25.6% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -10.26% | -2.69%-7.6pp | 0.16%-10.4pp | 417.96%-428.2pp |
| Employer contribution / active EE | $932 | $3,128-70.2% | $2,413-61.4% | $4,740-80.3% |
| Participant deferral / active EE | $3,794 | $4,693-19.1% | $3,985-4.8% | $6,400-40.7% |
| Admin fee / account holder | $30,385 | $9,126+232.9% | $6,832+344.7% | $11,426+165.9% |