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 | $110,611 | $138,065-19.9% | $123,544-10.5% | $135,375-18.3% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | 0.08% | 153.68%-153.6pp | 119.20%-119.1pp | 519.73%-519.7pp |
| Employer contribution / active EE | $9,583 | $5,151+86.0% | $4,628+107.1% | $4,779+100.5% |
| Participant deferral / active EE | $8,009 | $6,799+17.8% | $6,426+24.6% | $5,609+42.8% |
| Admin fee / account holder | $4,931 | $10,916-54.8% | $9,284-46.9% | $10,827-54.5% |