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 | $65,191 | $82,664-21.1% | $125,339-48.0% | $68,494-4.8% |
| Participation rate | 95.5% | 75.0%+20.5pp | 82.4%+13.1pp | 67.9%+27.6pp |
| Annual return | -15.96% | -5.97%-10.0pp | 572.05%-588.0pp | -7.84%-8.1pp |
| Employer contribution / active EE | $2,563 | $3,381-24.2% | $4,814-46.8% | $2,596-1.3% |
| Participant deferral / active EE | $5,024 | $6,110-17.8% | $7,446-32.5% | $4,027+24.8% |
| Admin fee / account holder | $13,829 | $6,275+120.4% | $10,010+38.2% | $5,403+156.0% |