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 | $174,283 | $95,862+81.8% | $79,550+119.1% | $134,475+29.6% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -13.54% | -2.69%-10.9pp | 0.16%-13.7pp | 417.96%-431.5pp |
| Employer contribution / active EE | $5,882 | $3,128+88.1% | $2,413+143.8% | $4,740+24.1% |
| Participant deferral / active EE | $3,366 | $4,693-28.3% | $3,985-15.5% | $6,400-47.4% |
| Admin fee / account holder | $7,881 | $9,126-13.6% | $6,832+15.3% | $11,426-31.0% |