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 | $63,767 | $54,229+17.6% | $70,092-9.0% | $68,494-6.9% |
| Participation rate | 100.0% | 64.5%+35.5pp | 70.5%+29.5pp | 67.9%+32.1pp |
| Annual return | -12.51% | -13.87%+1.4pp | 190.73%-203.2pp | -7.84%-4.7pp |
| Employer contribution / active EE | $7,532 | $2,018+273.2% | $2,559+194.4% | $2,596+190.1% |
| Participant deferral / active EE | $4,580 | $2,956+55.0% | $3,849+19.0% | $4,027+13.7% |
| Admin fee / account holder | $8,466 | $4,694+80.3% | $6,267+35.1% | $5,403+56.7% |