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 | $78,244 | $78,694-0.6% | $67,652+15.7% | $125,391-37.6% |
| Participation rate | 100.0% | 78.8%+21.2pp | 75.7%+24.3pp | 83.2%+16.8pp |
| Annual return | -0.36% | 9.46%-9.8pp | 6625.04%-6625.4pp | 282.22%-282.6pp |
| Employer contribution / active EE | $3,700 | $3,044+21.5% | $2,266+63.3% | $4,866-24.0% |
| Participant deferral / active EE | $10,671 | $4,292+148.6% | $3,560+199.8% | $5,352+99.4% |
| Admin fee / account holder | $43,971 | $7,403+494.0% | $4,821+812.1% | $9,540+360.9% |