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 | $81,790 | $82,664-1.1% | $125,339-34.7% | $68,494+19.4% |
| Participation rate | 95.1% | 75.0%+20.1pp | 82.4%+12.8pp | 67.9%+27.2pp |
| Annual return | -15.98% | -5.97%-10.0pp | 572.05%-588.0pp | -7.84%-8.1pp |
| Employer contribution / active EE | $6,437 | $3,381+90.4% | $4,814+33.7% | $2,596+147.9% |
| Participant deferral / active EE | $5,255 | $6,110-14.0% | $7,446-29.4% | $4,027+30.5% |
| Admin fee / account holder | $511 | $6,275-91.9% | $10,010-94.9% | $5,403-90.5% |