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 | $54,132 | $95,193-43.1% | $76,523-29.3% | $135,375-60.0% |
| Participation rate | 100.0% | 74.4%+25.6pp | 68.0%+32.0pp | 82.6%+17.4pp |
| Annual return | -8.73% | 4.85%-13.6pp | -0.27%-8.5pp | 519.73%-528.5pp |
| Employer contribution / active EE | $8,532 | $3,302+158.4% | $2,647+222.3% | $4,779+78.5% |
| Participant deferral / active EE | $9,488 | $4,639+104.5% | $3,835+147.4% | $5,609+69.2% |
| Admin fee / account holder | $1,569 | $6,249-74.9% | $4,848-67.6% | $10,827-85.5% |