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 | $70,095 | $95,862-26.9% | $79,550-11.9% | $134,475-47.9% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -16.95% | -2.69%-14.3pp | 0.16%-17.1pp | 417.96%-434.9pp |
| Employer contribution / active EE | $12,065 | $3,128+285.7% | $2,413+400.0% | $4,740+154.6% |
| Participant deferral / active EE | $7,037 | $4,693+49.9% | $3,985+76.6% | $6,400+10.0% |
| Admin fee / account holder | $909 | $9,126-90.0% | $6,832-86.7% | $11,426-92.0% |