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 | $85,246 | $95,193-10.5% | $76,523+11.4% | $135,375-37.0% |
| Participation rate | 100.0% | 74.4%+25.6pp | 68.0%+32.0pp | 82.6%+17.4pp |
| Annual return | -7.22% | 4.85%-12.1pp | -0.27%-6.9pp | 519.73%-526.9pp |
| Employer contribution / active EE | $11,427 | $3,302+246.0% | $2,647+331.7% | $4,779+139.1% |
| Participant deferral / active EE | $9,708 | $4,639+109.3% | $3,835+153.1% | $5,609+73.1% |
| Admin fee / account holder | $1,020 | $6,249-83.7% | $4,848-79.0% | $10,827-90.6% |