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 | $66,052 | $81,900-19.4% | $119,609-44.8% | $68,494-3.6% |
| Participation rate | 94.4% | 71.9%+22.6pp | 79.3%+15.2pp | 67.9%+26.6pp |
| Annual return | -17.40% | -23.82%+6.4pp | -14.97%-2.4pp | -7.84%-9.6pp |
| Employer contribution / active EE | $7,540 | $2,693+180.0% | $4,232+78.2% | $2,596+190.4% |
| Participant deferral / active EE | $8,784 | $4,148+111.8% | $5,602+56.8% | $4,027+118.1% |
| Admin fee / account holder | $978 | $6,582-85.1% | $10,323-90.5% | $5,403-81.9% |