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 | $43,225 | $54,350-20.5% | $82,719-47.7% | $68,494-36.9% |
| Participation rate | 91.8% | 63.9%+27.9pp | 72.6%+19.3pp | 67.9%+23.9pp |
| Annual return | -12.73% | -13.67%+0.9pp | 701.18%-713.9pp | -7.84%-4.9pp |
| Employer contribution / active EE | $2,705 | $2,218+21.9% | $3,009-10.1% | $2,596+4.2% |
| Participant deferral / active EE | $3,529 | $3,246+8.7% | $4,395-19.7% | $4,027-12.4% |
| Admin fee / account holder | $1,515 | $4,395-65.5% | $5,329-71.6% | $5,403-72.0% |