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 | $181,219 | $95,193+90.4% | $76,523+136.8% | $135,375+33.9% |
| Participation rate | 100.0% | 74.4%+25.6pp | 68.0%+32.0pp | 82.6%+17.4pp |
| Annual return | -4.71% | 4.85%-9.6pp | -0.27%-4.4pp | 519.73%-524.4pp |
| Employer contribution / active EE | $10,069 | $3,302+204.9% | $2,647+280.4% | $4,779+110.7% |
| Participant deferral / active EE | $7,274 | $4,639+56.8% | $3,835+89.6% | $5,609+29.7% |
| Admin fee / account holder | $416 | $6,249-93.3% | $4,848-91.4% | $10,827-96.2% |