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 4-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 | $114,761 | $133,958-14.3% | $112,228+2.3% | $134,475-14.7% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -8.67% | 47.11%-55.8pp | 27.45%-36.1pp | 417.96%-426.6pp |
| Employer contribution / active EE | $11,738 | $4,038+190.7% | $3,635+223.0% | $4,740+147.7% |
| Participant deferral / active EE | $1,601 | $5,291-69.7% | $4,728-66.1% | $6,400-75.0% |
| Admin fee / account holder | $450 | $7,489-94.0% | $6,410-93.0% | $11,426-96.1% |