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 | $145,552 | $95,193+52.9% | $76,523+90.2% | $135,375+7.5% |
| Participation rate | 100.0% | 74.4%+25.6pp | 68.0%+32.0pp | 82.6%+17.4pp |
| Annual return | -7.05% | 4.85%-11.9pp | -0.27%-6.8pp | 519.73%-526.8pp |
| Employer contribution / active EE | $14,352 | $3,302+334.6% | $2,647+442.2% | $4,779+200.3% |
| Participant deferral / active EE | $8,376 | $4,639+80.5% | $3,835+118.4% | $5,609+49.3% |
| Admin fee / account holder | $2,094 | $6,249-66.5% | $4,848-56.8% | $10,827-80.7% |