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 | $87,814 | $82,664+6.2% | $125,339-29.9% | $68,494+28.2% |
| Participation rate | 90.2% | 75.0%+15.2pp | 82.4%+7.8pp | 67.9%+22.3pp |
| Annual return | -17.57% | -5.97%-11.6pp | 572.05%-589.6pp | -7.84%-9.7pp |
| Employer contribution / active EE | $3,513 | $3,381+3.9% | $4,814-27.0% | $2,596+35.3% |
| Participant deferral / active EE | $3,481 | $6,110-43.0% | $7,446-53.3% | $4,027-13.6% |
| Admin fee / account holder | $2,884 | $6,275-54.0% | $10,010-71.2% | $5,403-46.6% |