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 | $50,056 | $32,117+55.9% | $71,086-29.6% | $64,186-22.0% |
| Participation rate | 100.0% | 42.7%+57.3pp | 54.7%+45.3pp | 69.6%+30.4pp |
| Annual return | -6.23% | -5.57%-0.7pp | 650.59%-656.8pp | 7.63%-13.9pp |
| Employer contribution / active EE | $5,383 | $712+655.9% | $1,088+394.9% | $2,381+126.1% |
| Participant deferral / active EE | $6,167 | $1,263+388.3% | $1,874+229.0% | $3,470+77.7% |
| Admin fee / account holder | $988 | $2,759-64.2% | $3,082-67.9% | $4,888-79.8% |