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 | $133,472 | $69,518+92.0% | $59,878+122.9% | $135,375-1.4% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.7%+25.3pp | 82.6%+17.4pp |
| Annual return | -8.34% | 7.94%-16.3pp | 3.46%-11.8pp | 519.73%-528.1pp |
| Employer contribution / active EE | $6,250 | $3,235+93.2% | $2,722+129.7% | $4,779+30.8% |
| Participant deferral / active EE | $7,733 | $4,206+83.9% | $3,402+127.3% | $5,609+37.9% |
| Admin fee / account holder | $3,178 | $5,734-44.6% | $3,590-11.5% | $10,827-70.6% |