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 | $44,265 | $78,694-43.7% | $67,652-34.6% | $125,391-64.7% |
| Participation rate | 94.7% | 78.8%+15.9pp | 75.7%+19.1pp | 83.2%+11.5pp |
| Annual return | -1.01% | 9.46%-10.5pp | 6625.04%-6626.0pp | 282.22%-283.2pp |
| Employer contribution / active EE | $3,064 | $3,044+0.7% | $2,266+35.3% | $4,866-37.0% |
| Participant deferral / active EE | $7,368 | $4,292+71.7% | $3,560+107.0% | $5,352+37.7% |
| Admin fee / account holder | $1,122 | $7,403-84.8% | $4,821-76.7% | $9,540-88.2% |