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 | $127,908 | $54,350+135.3% | $82,719+54.6% | $68,494+86.7% |
| Participation rate | 100.0% | 63.9%+36.1pp | 72.6%+27.4pp | 67.9%+32.1pp |
| Annual return | -14.20% | -13.67%-0.5pp | 701.18%-715.4pp | -7.84%-6.4pp |
| Employer contribution / active EE | $12,926 | $2,218+482.7% | $3,009+329.6% | $2,596+397.9% |
| Participant deferral / active EE | $9,752 | $3,246+200.4% | $4,395+121.9% | $4,027+142.2% |
| Admin fee / account holder | $18,440 | $4,395+319.5% | $5,329+246.0% | $5,403+241.3% |