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 | $207,608 | $90,590+129.2% | $90,782+128.7% | $135,375+53.4% |
| Participation rate | 100.0% | 83.7%+16.3pp | 82.7%+17.3pp | 82.6%+17.4pp |
| Annual return | -7.57% | -3.40%-4.2pp | -3.42%-4.1pp | 519.73%-527.3pp |
| Employer contribution / active EE | $12,359 | $4,352+184.0% | $4,105+201.1% | $4,779+158.6% |
| Participant deferral / active EE | $9,984 | $5,407+84.7% | $5,366+86.1% | $5,609+78.0% |
| Admin fee / account holder | $43,026 | $7,683+460.0% | $5,908+628.3% | $10,827+297.4% |