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 | $77,578 | $69,518+11.6% | $59,878+29.6% | $135,375-42.7% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.7%+25.3pp | 82.6%+17.4pp |
| Annual return | -4.13% | 7.94%-12.1pp | 3.46%-7.6pp | 519.73%-523.9pp |
| Employer contribution / active EE | $10,277 | $3,235+217.7% | $2,722+277.6% | $4,779+115.1% |
| Participant deferral / active EE | $3,902 | $4,206-7.2% | $3,402+14.7% | $5,609-30.4% |
| Admin fee / account holder | $2,687 | $5,734-53.1% | $3,590-25.2% | $10,827-75.2% |