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 | $65,409 | $133,958-51.2% | $112,228-41.7% | $134,475-51.4% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -15.19% | 47.11%-62.3pp | 27.45%-42.6pp | 417.96%-433.2pp |
| Employer contribution / active EE | $7,521 | $4,038+86.2% | $3,635+106.9% | $4,740+58.7% |
| Participant deferral / active EE | $10,074 | $5,291+90.4% | $4,728+113.1% | $6,400+57.4% |
| Admin fee / account holder | $698 | $7,489-90.7% | $6,410-89.1% | $11,426-93.9% |