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 | $123,115 | $133,958-8.1% | $112,228+9.7% | $134,475-8.4% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -14.29% | 47.11%-61.4pp | 27.45%-41.7pp | 417.96%-432.3pp |
| Employer contribution / active EE | $8,549 | $4,038+111.7% | $3,635+135.2% | $4,740+80.4% |
| Participant deferral / active EE | $5,294 | $5,291+0.1% | $4,728+12.0% | $6,400-17.3% |
| Admin fee / account holder | $3,211 | $7,489-57.1% | $6,410-49.9% | $11,426-71.9% |