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 | $83,408 | $77,813+7.2% | $123,544-32.5% | $64,186+29.9% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | -2.64% | 12.48%-15.1pp | 119.20%-121.8pp | 7.63%-10.3pp |
| Employer contribution / active EE | $12,169 | $3,014+303.8% | $4,628+163.0% | $2,381+411.1% |
| Participant deferral / active EE | $11,248 | $5,240+114.7% | $6,426+75.1% | $3,470+224.2% |
| Admin fee / account holder | $8,368 | $5,519+51.6% | $9,284-9.9% | $4,888+71.2% |