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 7-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 | $112,613 | $133,958-15.9% | $112,228+0.3% | $134,475-16.3% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -14.73% | 47.11%-61.8pp | 27.45%-42.2pp | 417.96%-432.7pp |
| Employer contribution / active EE | $11,304 | $4,038+179.9% | $3,635+211.0% | $4,740+138.5% |
| Participant deferral / active EE | $5,961 | $5,291+12.7% | $4,728+26.1% | $6,400-6.9% |
| Admin fee / account holder | $1,546 | $7,489-79.4% | $6,410-75.9% | $11,426-86.5% |