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 | $144,475 | $82,286+75.6% | $68,791+110.0% | $134,475+7.4% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.0%+31.0pp | 81.2%+18.8pp |
| Annual return | -11.72% | -2.19%-9.5pp | -6.38%-5.3pp | 417.96%-429.7pp |
| Employer contribution / active EE | $10,601 | $3,301+221.2% | $2,655+299.3% | $4,740+123.7% |
| Participant deferral / active EE | $2,639 | $4,739-44.3% | $3,941-33.0% | $6,400-58.8% |
| Admin fee / account holder | $28,519 | $6,481+340.1% | $4,932+478.3% | $11,426+149.6% |