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 | $75,863 | $91,538-17.1% | $129,995-41.6% | $75,163+0.9% |
| Participation rate | 73.7% | 71.4%+2.2pp | 78.5%-4.8pp | 67.2%+6.5pp |
| Annual return | 22.02% | -631.11%+653.1pp | -137.18%+159.2pp | 160.62%-138.6pp |
| Employer contribution / active EE | $2,926 | $2,845+2.8% | $4,320-32.3% | $2,670+9.6% |
| Participant deferral / active EE | $7,658 | $4,341+76.4% | $5,820+31.6% | $4,125+85.6% |
| Admin fee / account holder | $14,085 | $6,790+107.4% | $10,614+32.7% | $5,651+149.3% |