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 | $34,318 | $82,664-58.5% | $125,339-72.6% | $68,494-49.9% |
| Participation rate | 84.6% | 75.0%+9.6pp | 82.4%+2.2pp | 67.9%+16.7pp |
| Annual return | -9.99% | -5.97%-4.0pp | 572.05%-582.0pp | -7.84%-2.1pp |
| Employer contribution / active EE | $1,879 | $3,381-44.4% | $4,814-61.0% | $2,596-27.6% |
| Participant deferral / active EE | $8,182 | $6,110+33.9% | $7,446+9.9% | $4,027+103.2% |
| Admin fee / account holder | $1,093 | $6,275-82.6% | $10,010-89.1% | $5,403-79.8% |