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 7-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 | $71,444 | $142,344-49.8% | $119,609-40.3% | $134,475-46.9% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -9.91% | -12.44%+2.5pp | -14.97%+5.1pp | 417.96%-427.9pp |
| Employer contribution / active EE | $20,382 | $5,222+290.3% | $4,232+381.6% | $4,740+330.0% |
| Participant deferral / active EE | $9,629 | $6,469+48.8% | $5,602+71.9% | $6,400+50.5% |
| Admin fee / account holder | $5,460 | $13,584-59.8% | $10,323-47.1% | $11,426-52.2% |