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 | $86,100 | $82,664+4.2% | $125,339-31.3% | $68,494+25.7% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -11.73% | -5.97%-5.8pp | 572.05%-583.8pp | -7.84%-3.9pp |
| Employer contribution / active EE | $9,412 | $3,381+178.4% | $4,814+95.5% | $2,596+262.5% |
| Participant deferral / active EE | $10,177 | $6,110+66.5% | $7,446+36.7% | $4,027+152.7% |
| Admin fee / account holder | $24,197 | $6,275+285.6% | $10,010+141.7% | $5,403+347.9% |