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 | $81,942 | $82,286-0.4% | $68,791+19.1% | $134,475-39.1% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.0%+31.0pp | 81.2%+18.8pp |
| Annual return | -11.68% | -2.19%-9.5pp | -6.38%-5.3pp | 417.96%-429.6pp |
| Employer contribution / active EE | $7,813 | $3,301+136.7% | $2,655+194.2% | $4,740+64.8% |
| Participant deferral / active EE | $1,848 | $4,739-61.0% | $3,941-53.1% | $6,400-71.1% |
| Admin fee / account holder | $44,832 | $6,481+591.8% | $4,932+809.0% | $11,426+292.4% |