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 | $25,963 | $95,862-72.9% | $79,550-67.4% | $134,475-80.7% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -10.53% | -2.69%-7.8pp | 0.16%-10.7pp | 417.96%-428.5pp |
| Employer contribution / active EE | $7,090 | $3,128+126.7% | $2,413+193.8% | $4,740+49.6% |
| Participant deferral / active EE | $3,771 | $4,693-19.6% | $3,985-5.4% | $6,400-41.1% |
| Admin fee / account holder | $2,407 | $9,126-73.6% | $6,832-64.8% | $11,426-78.9% |