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 8-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 | $93,839 | $100,754-6.9% | $86,677+8.3% | $134,475-30.2% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -12.77% | 29.04%-41.8pp | 35.91%-48.7pp | 417.96%-430.7pp |
| Employer contribution / active EE | $11,383 | $3,489+226.2% | $2,836+301.3% | $4,740+140.2% |
| Participant deferral / active EE | $7,175 | $5,338+34.4% | $4,656+54.1% | $6,400+12.1% |
| Admin fee / account holder | $1,867 | $10,926-82.9% | $7,493-75.1% | $11,426-83.7% |