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 6-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 | $15,748 | $95,862-83.6% | $79,550-80.2% | $134,475-88.3% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -16.45% | -2.69%-13.8pp | 0.16%-16.6pp | 417.96%-434.4pp |
| Employer contribution / active EE | $17,457 | $3,128+458.1% | $2,413+623.4% | $4,740+268.3% |
| Participant deferral / active EE | $10,527 | $4,693+124.3% | $3,985+164.2% | $6,400+64.5% |
| Admin fee / account holder | $2,955 | $9,126-67.6% | $6,832-56.8% | $11,426-74.1% |