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 | $55,950 | $105,860-47.1% | $90,749-38.3% | $134,475-58.4% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -16.66% | -11.01%-5.7pp | -12.16%-4.5pp | 417.96%-434.6pp |
| Employer contribution / active EE | $7,806 | $3,462+125.5% | $2,921+167.2% | $4,740+64.7% |
| Participant deferral / active EE | $5,440 | $5,216+4.3% | $4,564+19.2% | $6,400-15.0% |
| Admin fee / account holder | $1,524 | $13,938-89.1% | $8,445-82.0% | $11,426-86.7% |