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 | $48,982 | $42,894+14.2% | $60,874-19.5% | $68,494-28.5% |
| Participation rate | 96.8% | 66.8%+30.0pp | 73.1%+23.7pp | 67.9%+28.9pp |
| Annual return | -15.69% | -13.98%-1.7pp | 16.90%-32.6pp | -7.84%-7.8pp |
| Employer contribution / active EE | $6,701 | $1,978+238.8% | $2,701+148.0% | $2,596+158.1% |
| Participant deferral / active EE | $5,097 | $2,867+77.8% | $3,817+33.6% | $4,027+26.6% |
| Admin fee / account holder | $7,903 | $3,101+154.9% | $3,224+145.1% | $5,403+46.3% |