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 | $77,316 | $82,286-6.0% | $68,791+12.4% | $134,475-42.5% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.0%+31.0pp | 81.2%+18.8pp |
| Annual return | -11.36% | -2.19%-9.2pp | -6.38%-5.0pp | 417.96%-429.3pp |
| Employer contribution / active EE | $8,507 | $3,301+157.7% | $2,655+220.4% | $4,740+79.5% |
| Participant deferral / active EE | $4,531 | $4,739-4.4% | $3,941+15.0% | $6,400-29.2% |
| Admin fee / account holder | $1,117 | $6,481-82.8% | $4,932-77.3% | $11,426-90.2% |