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 | $46,609 | $97,044-52.0% | $83,333-44.1% | $135,375-65.6% |
| Participation rate | 100.0% | 80.4%+19.6pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -8.71% | 12.31%-21.0pp | 10.63%-19.3pp | 519.73%-528.4pp |
| Employer contribution / active EE | $17,911 | $4,143+332.3% | $3,379+430.1% | $4,779+274.8% |
| Participant deferral / active EE | $14,859 | $5,964+149.1% | $5,565+167.0% | $5,609+164.9% |
| Admin fee / account holder | $526 | $8,380-93.7% | $7,510-93.0% | $10,827-95.1% |