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 | $69,372 | $152,509-54.5% | $117,472-40.9% | $134,475-48.4% |
| Participation rate | 85.7% | 77.1%+8.6pp | 70.6%+15.1pp | 81.2%+4.5pp |
| Annual return | -7.63% | 52.99%-60.6pp | 29.74%-37.4pp | 417.96%-425.6pp |
| Employer contribution / active EE | $740 | $5,571-86.7% | $4,176-82.3% | $4,740-84.4% |
| Participant deferral / active EE | $7,714 | $4,818+60.1% | $4,070+89.5% | $6,400+20.5% |
| Admin fee / account holder | $453 | $7,004-93.5% | $5,645-92.0% | $11,426-96.0% |