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 | $75,936 | $95,971-20.9% | $74,550+1.9% | $135,375-43.9% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -7.62% | 56.96%-64.6pp | 32.53%-40.1pp | 519.73%-527.4pp |
| Employer contribution / active EE | $15,038 | $2,716+453.7% | $1,961+666.9% | $4,779+214.7% |
| Participant deferral / active EE | $12,955 | $3,843+237.1% | $3,108+316.8% | $5,609+131.0% |
| Admin fee / account holder | $4,981 | $6,522-23.6% | $5,060-1.5% | $10,827-54.0% |