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 | $81,661 | $82,664-1.2% | $125,339-34.8% | $68,494+19.2% |
| Participation rate | 91.9% | 75.0%+16.8pp | 82.4%+9.5pp | 67.9%+24.0pp |
| Annual return | -16.73% | -5.97%-10.8pp | 572.05%-588.8pp | -7.84%-8.9pp |
| Employer contribution / active EE | $12,613 | $3,381+273.0% | $4,814+162.0% | $2,596+385.8% |
| Participant deferral / active EE | $2,896 | $6,110-52.6% | $7,446-61.1% | $4,027-28.1% |
| Admin fee / account holder | $427 | $6,275-93.2% | $10,010-95.7% | $5,403-92.1% |