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 | $91,276 | $129,942-29.8% | $104,294-12.5% | $134,475-32.1% |
| Participation rate | 100.0% | 79.5%+20.5pp | 73.3%+26.7pp | 81.2%+18.8pp |
| Annual return | -6.32% | 42.03%-48.4pp | 24.61%-30.9pp | 417.96%-424.3pp |
| Employer contribution / active EE | $6,771 | $4,184+61.8% | $3,372+100.8% | $4,740+42.9% |
| Participant deferral / active EE | $6,096 | $5,588+9.1% | $4,625+31.8% | $6,400-4.7% |
| Admin fee / account holder | $186,502 | $9,323+1900.4% | $7,339+2441.1% | $11,426+1532.3% |