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 | $56,225 | $69,010-18.5% | $159,960-64.9% | $68,494-17.9% |
| Participation rate | 97.0% | 65.4%+31.6pp | 78.0%+19.0pp | 67.9%+29.1pp |
| Annual return | -19.27% | -9.65%-9.6pp | 408.60%-427.9pp | -7.84%-11.4pp |
| Employer contribution / active EE | $2,502 | $2,213+13.0% | $4,226-40.8% | $2,596-3.6% |
| Participant deferral / active EE | $5,059 | $4,212+20.1% | $6,182-18.2% | $4,027+25.6% |
| Admin fee / account holder | $1,060 | $4,798-77.9% | $8,698-87.8% | $5,403-80.4% |