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 | $67,395 | $99,032-31.9% | $80,019-15.8% | $135,375-50.2% |
| Participation rate | 100.0% | 78.4%+21.6pp | 75.8%+24.2pp | 82.6%+17.4pp |
| Annual return | -7.65% | 15.39%-23.0pp | 11.22%-18.9pp | 519.73%-527.4pp |
| Employer contribution / active EE | $19,824 | $3,043+551.4% | $2,468+703.3% | $4,779+314.8% |
| Participant deferral / active EE | $11,661 | $4,282+172.3% | $3,686+216.4% | $5,609+107.9% |
| Admin fee / account holder | $825 | $10,436-92.1% | $6,521-87.3% | $10,827-92.4% |