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 | $73,146 | $78,694-7.0% | $67,652+8.1% | $125,391-41.7% |
| Participation rate | 100.0% | 78.8%+21.2pp | 75.7%+24.3pp | 83.2%+16.8pp |
| Annual return | -1.25% | 9.46%-10.7pp | 6625.04%-6626.3pp | 282.22%-283.5pp |
| Employer contribution / active EE | $1,317 | $3,044-56.7% | $2,266-41.9% | $4,866-72.9% |
| Participant deferral / active EE | $1,355 | $4,292-68.4% | $3,560-61.9% | $5,352-74.7% |
| Admin fee / account holder | $21,494 | $7,403+190.3% | $4,821+345.8% | $9,540+125.3% |