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 | $54,029 | $82,664-34.6% | $125,339-56.9% | $68,494-21.1% |
| Participation rate | 76.3% | 75.0%+1.3pp | 82.4%-6.1pp | 67.9%+8.4pp |
| Annual return | -15.38% | -5.97%-9.4pp | 572.05%-587.4pp | -7.84%-7.5pp |
| Employer contribution / active EE | $4,099 | $3,381+21.2% | $4,814-14.9% | $2,596+57.9% |
| Participant deferral / active EE | $10,123 | $6,110+65.7% | $7,446+36.0% | $4,027+151.4% |
| Admin fee / account holder | $4,341 | $6,275-30.8% | $10,010-56.6% | $5,403-19.7% |