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 | $91,279 | $69,010+32.3% | $159,960-42.9% | $68,494+33.3% |
| Participation rate | 93.8% | 65.4%+28.3pp | 78.0%+15.8pp | 67.9%+25.9pp |
| Annual return | -12.44% | -9.65%-2.8pp | 408.60%-421.0pp | -7.84%-4.6pp |
| Employer contribution / active EE | $4,118 | $2,213+86.1% | $4,226-2.5% | $2,596+58.6% |
| Participant deferral / active EE | $4,692 | $4,212+11.4% | $6,182-24.1% | $4,027+16.5% |
| Admin fee / account holder | $730 | $4,798-84.8% | $8,698-91.6% | $5,403-86.5% |