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 | $65,120 | $95,862-32.1% | $79,550-18.1% | $134,475-51.6% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -19.96% | -2.69%-17.3pp | 0.16%-20.1pp | 417.96%-437.9pp |
| Employer contribution / active EE | $6,297 | $3,128+101.3% | $2,413+160.9% | $4,740+32.9% |
| Participant deferral / active EE | $10,912 | $4,693+132.5% | $3,985+173.8% | $6,400+70.5% |
| Admin fee / account holder | $424 | $9,126-95.3% | $6,832-93.8% | $11,426-96.3% |