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 | $68,883 | $97,044-29.0% | $83,333-17.3% | $135,375-49.1% |
| Participation rate | 100.0% | 80.4%+19.6pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -9.14% | 12.31%-21.4pp | 10.63%-19.8pp | 519.73%-528.9pp |
| Employer contribution / active EE | $4,136 | $4,143-0.2% | $3,379+22.4% | $4,779-13.5% |
| Participant deferral / active EE | $13,235 | $5,964+121.9% | $5,565+137.8% | $5,609+136.0% |
| Admin fee / account holder | $640 | $8,380-92.4% | $7,510-91.5% | $10,827-94.1% |