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 | $92,958 | $133,958-30.6% | $112,228-17.2% | $134,475-30.9% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -11.01% | 47.11%-58.1pp | 27.45%-38.5pp | 417.96%-429.0pp |
| Employer contribution / active EE | $7,500 | $4,038+85.7% | $3,635+106.4% | $4,740+58.2% |
| Participant deferral / active EE | $6,706 | $5,291+26.8% | $4,728+41.8% | $6,400+4.8% |
| Admin fee / account holder | $86,337 | $7,489+1052.9% | $6,410+1246.9% | $11,426+655.6% |