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 | $97,315 | $152,509-36.2% | $117,472-17.2% | $134,475-27.6% |
| Participation rate | 95.7% | 77.1%+18.6pp | 70.6%+25.1pp | 81.2%+14.4pp |
| Annual return | -19.22% | 52.99%-72.2pp | 29.74%-49.0pp | 417.96%-437.2pp |
| Employer contribution / active EE | $2,122 | $5,571-61.9% | $4,176-49.2% | $4,740-55.2% |
| Participant deferral / active EE | $8,188 | $4,818+70.0% | $4,070+101.2% | $6,400+27.9% |
| Admin fee / account holder | $7,114 | $7,004+1.6% | $5,645+26.0% | $11,426-37.7% |