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 | $61,359 | $95,971-36.1% | $74,550-17.7% | $135,375-54.7% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -8.12% | 56.96%-65.1pp | 32.53%-40.6pp | 519.73%-527.9pp |
| Employer contribution / active EE | $2,965 | $2,716+9.1% | $1,961+51.2% | $4,779-38.0% |
| Participant deferral / active EE | $8,476 | $3,843+120.5% | $3,108+172.7% | $5,609+51.1% |
| Admin fee / account holder | $1,676 | $6,522-74.3% | $5,060-66.9% | $10,827-84.5% |