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 | $38,099 | $129,942-70.7% | $104,294-63.5% | $134,475-71.7% |
| Participation rate | 100.0% | 79.5%+20.5pp | 73.3%+26.7pp | 81.2%+18.8pp |
| Annual return | -19.32% | 42.03%-61.4pp | 24.61%-43.9pp | 417.96%-437.3pp |
| Employer contribution / active EE | $12,959 | $4,184+209.7% | $3,372+284.4% | $4,740+173.4% |
| Participant deferral / active EE | $7,373 | $5,588+31.9% | $4,625+59.4% | $6,400+15.2% |
| Admin fee / account holder | $4,448 | $9,323-52.3% | $7,339-39.4% | $11,426-61.1% |