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 | $84,609 | $59,107+43.1% | $86,436-2.1% | $68,494+23.5% |
| Participation rate | 96.7% | 75.2%+21.4pp | 80.3%+16.3pp | 67.9%+28.8pp |
| Annual return | -14.66% | -0.23%-14.4pp | 4394.89%-4409.6pp | -7.84%-6.8pp |
| Employer contribution / active EE | $2,932 | $2,519+16.4% | $3,769-22.2% | $2,596+12.9% |
| Participant deferral / active EE | $5,587 | $5,901-5.3% | $6,952-19.6% | $4,027+38.7% |
| Admin fee / account holder | $9,666 | $5,637+71.5% | $6,731+43.6% | $5,403+78.9% |