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 | $90,189 | $93,024-3.0% | $77,024+17.1% | $134,475-32.9% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -13.57% | 62.60%-76.2pp | 42.32%-55.9pp | 417.96%-431.5pp |
| Employer contribution / active EE | $23,616 | $3,418+591.0% | $2,812+739.8% | $4,740+398.3% |
| Participant deferral / active EE | $14,545 | $5,238+177.7% | $4,426+228.6% | $6,400+127.3% |
| Admin fee / account holder | $586 | $6,944-91.6% | $5,425-89.2% | $11,426-94.9% |