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 | $35,214 | $82,664-57.4% | $125,339-71.9% | $68,494-48.6% |
| Participation rate | 92.3% | 75.0%+17.3pp | 82.4%+9.9pp | 67.9%+24.4pp |
| Annual return | -10.12% | -5.97%-4.2pp | 572.05%-582.2pp | -7.84%-2.3pp |
| Employer contribution / active EE | $1,275 | $3,381-62.3% | $4,814-73.5% | $2,596-50.9% |
| Participant deferral / active EE | $5,116 | $6,110-16.3% | $7,446-31.3% | $4,027+27.0% |
| Admin fee / account holder | $516 | $6,275-91.8% | $10,010-94.8% | $5,403-90.4% |