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 | $120,602 | $82,664+45.9% | $125,339-3.8% | $68,494+76.1% |
| Participation rate | 97.0% | 75.0%+21.9pp | 82.4%+14.6pp | 67.9%+29.1pp |
| Annual return | -18.63% | -5.97%-12.7pp | 572.05%-590.7pp | -7.84%-10.8pp |
| Employer contribution / active EE | $0 | $3,381-100.0% | $4,814-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $10,434 | $6,110+70.8% | $7,446+40.1% | $4,027+159.1% |
| Admin fee / account holder | $1,846 | $6,275-70.6% | $10,010-81.6% | $5,403-65.8% |