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 | $39,732 | $133,958-70.3% | $112,228-64.6% | $134,475-70.5% |
| Participation rate | 86.4% | 78.6%+7.8pp | 75.1%+11.3pp | 81.2%+5.1pp |
| Annual return | -14.64% | 47.11%-61.8pp | 27.45%-42.1pp | 417.96%-432.6pp |
| Employer contribution / active EE | $9,452 | $4,038+134.1% | $3,635+160.1% | $4,740+99.4% |
| Participant deferral / active EE | $6,136 | $5,291+16.0% | $4,728+29.8% | $6,400-4.1% |
| Admin fee / account holder | $752 | $7,489-90.0% | $6,410-88.3% | $11,426-93.4% |