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 | $45,556 | $95,971-52.5% | $74,550-38.9% | $135,375-66.3% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -8.89% | 56.96%-65.9pp | 32.53%-41.4pp | 519.73%-528.6pp |
| Employer contribution / active EE | $2,132 | $2,716-21.5% | $1,961+8.7% | $4,779-55.4% |
| Participant deferral / active EE | $7,306 | $3,843+90.1% | $3,108+135.1% | $5,609+30.3% |
| Admin fee / account holder | $3,416 | $6,522-47.6% | $5,060-32.5% | $10,827-68.5% |