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 | $79,458 | $54,350+46.2% | $82,719-3.9% | $68,494+16.0% |
| Participation rate | 82.1% | 63.9%+18.2pp | 72.6%+9.6pp | 67.9%+14.3pp |
| Annual return | -11.43% | -13.67%+2.2pp | 701.18%-712.6pp | -7.84%-3.6pp |
| Employer contribution / active EE | $7,884 | $2,218+255.5% | $3,009+162.0% | $2,596+203.7% |
| Participant deferral / active EE | $2,792 | $3,246-14.0% | $4,395-36.5% | $4,027-30.7% |
| Admin fee / account holder | $2,536 | $4,395-42.3% | $5,329-52.4% | $5,403-53.1% |