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 | $80,072 | $95,862-16.5% | $79,550+0.7% | $134,475-40.5% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -10.73% | -2.69%-8.0pp | 0.16%-10.9pp | 417.96%-428.7pp |
| Employer contribution / active EE | $14,520 | $3,128+364.2% | $2,413+501.7% | $4,740+206.4% |
| Participant deferral / active EE | $10,319 | $4,693+119.9% | $3,985+158.9% | $6,400+61.2% |
| Admin fee / account holder | $1,135 | $9,126-87.6% | $6,832-83.4% | $11,426-90.1% |