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 | $57,929 | $54,350+6.6% | $82,719-30.0% | $68,494-15.4% |
| Participation rate | 100.0% | 63.9%+36.1pp | 72.6%+27.4pp | 67.9%+32.1pp |
| Annual return | -18.64% | -13.67%-5.0pp | 701.18%-719.8pp | -7.84%-10.8pp |
| Employer contribution / active EE | $7,068 | $2,218+218.7% | $3,009+134.9% | $2,596+172.2% |
| Participant deferral / active EE | $9,455 | $3,246+191.3% | $4,395+115.1% | $4,027+134.8% |
| Admin fee / account holder | $3,065 | $4,395-30.3% | $5,329-42.5% | $5,403-43.3% |