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 | $81,099 | $133,958-39.5% | $112,228-27.7% | $134,475-39.7% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -14.81% | 47.11%-61.9pp | 27.45%-42.3pp | 417.96%-432.8pp |
| Employer contribution / active EE | $7,257 | $4,038+79.7% | $3,635+99.7% | $4,740+53.1% |
| Participant deferral / active EE | $3,435 | $5,291-35.1% | $4,728-27.4% | $6,400-46.3% |
| Admin fee / account holder | $324 | $7,489-95.7% | $6,410-94.9% | $11,426-97.2% |