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 | $95,140 | $54,350+75.1% | $82,719+15.0% | $68,494+38.9% |
| Participation rate | 100.0% | 63.9%+36.1pp | 72.6%+27.4pp | 67.9%+32.1pp |
| Annual return | -13.66% | -13.67%0pp | 701.18%-714.8pp | -7.84%-5.8pp |
| Employer contribution / active EE | $2,260 | $2,218+1.9% | $3,009-24.9% | $2,596-13.0% |
| Participant deferral / active EE | $8,972 | $3,246+176.4% | $4,395+104.1% | $4,027+122.8% |
| Admin fee / account holder | $2,934 | $4,395-33.2% | $5,329-44.9% | $5,403-45.7% |