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 5-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 | $53,259 | $133,958-60.2% | $112,228-52.5% | $134,475-60.4% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -18.59% | 47.11%-65.7pp | 27.45%-46.0pp | 417.96%-436.6pp |
| Employer contribution / active EE | $24,329 | $4,038+502.5% | $3,635+569.4% | $4,740+413.3% |
| Participant deferral / active EE | $9,663 | $5,291+82.6% | $4,728+104.4% | $6,400+51.0% |
| Admin fee / account holder | $1,607 | $7,489-78.5% | $6,410-74.9% | $11,426-85.9% |