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 | $73,334 | $59,107+24.1% | $86,436-15.2% | $68,494+7.1% |
| Participation rate | 100.0% | 75.2%+24.8pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -17.62% | -0.23%-17.4pp | 4394.89%-4412.5pp | -7.84%-9.8pp |
| Employer contribution / active EE | $4,270 | $2,519+69.5% | $3,769+13.3% | $2,596+64.5% |
| Participant deferral / active EE | $8,714 | $5,901+47.7% | $6,952+25.4% | $4,027+116.4% |
| Admin fee / account holder | $2,938 | $5,637-47.9% | $6,731-56.4% | $5,403-45.6% |