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 | $94,359 | $82,664+14.1% | $125,339-24.7% | $68,494+37.8% |
| Participation rate | 90.3% | 75.0%+15.3pp | 82.4%+8.0pp | 67.9%+22.4pp |
| Annual return | -10.40% | -5.97%-4.4pp | 572.05%-582.5pp | -7.84%-2.6pp |
| Employer contribution / active EE | $3,905 | $3,381+15.5% | $4,814-18.9% | $2,596+50.4% |
| Participant deferral / active EE | $11,835 | $6,110+93.7% | $7,446+58.9% | $4,027+193.9% |
| Admin fee / account holder | $4,535 | $6,275-27.7% | $10,010-54.7% | $5,403-16.1% |