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 | $60,567 | $54,350+11.4% | $82,719-26.8% | $68,494-11.6% |
| Participation rate | 74.5% | 63.9%+10.6pp | 72.6%+2.0pp | 67.9%+6.7pp |
| Annual return | -18.34% | -13.67%-4.7pp | 701.18%-719.5pp | -7.84%-10.5pp |
| Employer contribution / active EE | $2,882 | $2,218+29.9% | $3,009-4.2% | $2,596+11.0% |
| Participant deferral / active EE | $4,336 | $3,246+33.6% | $4,395-1.3% | $4,027+7.7% |
| Admin fee / account holder | $2,586 | $4,395-41.2% | $5,329-51.5% | $5,403-52.1% |