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 | $103,595 | $67,331+53.9% | $60,874+70.2% | $134,475-23.0% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | -17.91% | 49.93%-67.8pp | 16.90%-34.8pp | 417.96%-435.9pp |
| Employer contribution / active EE | $2,835 | $3,096-8.5% | $2,701+4.9% | $4,740-40.2% |
| Participant deferral / active EE | $12,751 | $4,538+180.9% | $3,817+234.1% | $6,400+99.2% |
| Admin fee / account holder | $1,260 | $4,582-72.5% | $3,224-60.9% | $11,426-89.0% |