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 | $49,867 | $129,942-61.6% | $104,294-52.2% | $134,475-62.9% |
| Participation rate | 87.0% | 79.5%+7.4pp | 73.3%+13.7pp | 81.2%+5.7pp |
| Annual return | -20.11% | 42.03%-62.1pp | 24.61%-44.7pp | 417.96%-438.1pp |
| Employer contribution / active EE | $2,122 | $4,184-49.3% | $3,372-37.1% | $4,740-55.2% |
| Participant deferral / active EE | $4,390 | $5,588-21.4% | $4,625-5.1% | $6,400-31.4% |
| Admin fee / account holder | $596 | $9,323-93.6% | $7,339-91.9% | $11,426-94.8% |