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 | $54,219 | $67,331-19.5% | $60,874-10.9% | $134,475-59.7% |
| Participation rate | 81.8% | 76.2%+5.6pp | 73.1%+8.7pp | 81.2%+0.6pp |
| Annual return | -16.27% | 49.93%-66.2pp | 16.90%-33.2pp | 417.96%-434.2pp |
| Employer contribution / active EE | $1,854 | $3,096-40.1% | $2,701-31.4% | $4,740-60.9% |
| Participant deferral / active EE | $7,071 | $4,538+55.8% | $3,817+85.3% | $6,400+10.5% |
| Admin fee / account holder | $490 | $4,582-89.3% | $3,224-84.8% | $11,426-95.7% |