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 4-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 | $59,915 | $54,350+10.2% | $82,719-27.6% | $68,494-12.5% |
| Participation rate | 90.5% | 63.9%+26.6pp | 72.6%+17.9pp | 67.9%+22.6pp |
| Annual return | -16.32% | -13.67%-2.6pp | 701.18%-717.5pp | -7.84%-8.5pp |
| Employer contribution / active EE | $16,066 | $2,218+624.3% | $3,009+434.0% | $2,596+518.8% |
| Participant deferral / active EE | $0 | $3,246-100.0% | $4,395-100.0% | $4,027-100.0% |
| Admin fee / account holder | $8,051 | $4,395+83.2% | $5,329+51.1% | $5,403+49.0% |