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 | $31,447 | $82,664-62.0% | $125,339-74.9% | $68,494-54.1% |
| Participation rate | 90.6% | 75.0%+15.6pp | 82.4%+8.3pp | 67.9%+22.7pp |
| Annual return | -12.51% | -5.97%-6.5pp | 572.05%-584.6pp | -7.84%-4.7pp |
| Employer contribution / active EE | $2,640 | $3,381-21.9% | $4,814-45.1% | $2,596+1.7% |
| Participant deferral / active EE | $3,682 | $6,110-39.7% | $7,446-50.5% | $4,027-8.6% |
| Admin fee / account holder | $2,050 | $6,275-67.3% | $10,010-79.5% | $5,403-62.1% |