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 | $81,941 | $76,000+7.8% | $154,107-46.8% | $64,186+27.7% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -3.94% | 30.32%-34.3pp | 735.12%-739.1pp | 7.63%-11.6pp |
| Employer contribution / active EE | $3,377 | $3,351+0.8% | $5,298-36.3% | $2,381+41.8% |
| Participant deferral / active EE | $3,217 | $3,175+1.3% | $5,081-36.7% | $3,470-7.3% |
| Admin fee / account holder | $15,120 | $5,596+170.2% | $13,411+12.7% | $4,888+209.3% |