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 | $115,590 | $95,862+20.6% | $79,550+45.3% | $134,475-14.0% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -13.44% | -2.69%-10.8pp | 0.16%-13.6pp | 417.96%-431.4pp |
| Employer contribution / active EE | $1,789 | $3,128-42.8% | $2,413-25.9% | $4,740-62.3% |
| Participant deferral / active EE | $8,185 | $4,693+74.4% | $3,985+105.4% | $6,400+27.9% |
| Admin fee / account holder | $659 | $9,126-92.8% | $6,832-90.4% | $11,426-94.2% |