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 | $45,897 | $133,958-65.7% | $112,228-59.1% | $134,475-65.9% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -13.96% | 47.11%-61.1pp | 27.45%-41.4pp | 417.96%-431.9pp |
| Employer contribution / active EE | $1,148 | $4,038-71.6% | $3,635-68.4% | $4,740-75.8% |
| Participant deferral / active EE | $2,929 | $5,291-44.6% | $4,728-38.1% | $6,400-54.2% |
| Admin fee / account holder | $1,133 | $7,489-84.9% | $6,410-82.3% | $11,426-90.1% |