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 | $60,194 | $82,664-27.2% | $125,339-52.0% | $68,494-12.1% |
| Participation rate | 90.7% | 75.0%+15.7pp | 82.4%+8.4pp | 67.9%+22.9pp |
| Annual return | -16.16% | -5.97%-10.2pp | 572.05%-588.2pp | -7.84%-8.3pp |
| Employer contribution / active EE | $2,266 | $3,381-33.0% | $4,814-52.9% | $2,596-12.7% |
| Participant deferral / active EE | $6,821 | $6,110+11.6% | $7,446-8.4% | $4,027+69.4% |
| Admin fee / account holder | $3,270 | $6,275-47.9% | $10,010-67.3% | $5,403-39.5% |