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 | $95,970 | $54,350+76.6% | $82,719+16.0% | $68,494+40.1% |
| Participation rate | 83.0% | 63.9%+19.1pp | 72.6%+10.4pp | 67.9%+15.1pp |
| Annual return | -16.75% | -13.67%-3.1pp | 701.18%-717.9pp | -7.84%-8.9pp |
| Employer contribution / active EE | $1,752 | $2,218-21.0% | $3,009-41.8% | $2,596-32.5% |
| Participant deferral / active EE | $4,922 | $3,246+51.6% | $4,395+12.0% | $4,027+22.2% |
| Admin fee / account holder | $1,745 | $4,395-60.3% | $5,329-67.3% | $5,403-67.7% |