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 | $30,169 | $69,010-56.3% | $159,960-81.1% | $68,494-56.0% |
| Participation rate | 79.2% | 65.4%+13.8pp | 78.0%+1.3pp | 67.9%+11.4pp |
| Annual return | -14.25% | -9.65%-4.6pp | 408.60%-422.8pp | -7.84%-6.4pp |
| Employer contribution / active EE | $5,580 | $2,213+152.1% | $4,226+32.1% | $2,596+114.9% |
| Participant deferral / active EE | $3,386 | $4,212-19.6% | $6,182-45.2% | $4,027-15.9% |
| Admin fee / account holder | $4,025 | $4,798-16.1% | $8,698-53.7% | $5,403-25.5% |