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 | $63,586 | $54,350+17.0% | $82,719-23.1% | $68,494-7.2% |
| Participation rate | 82.4% | 63.9%+18.4pp | 72.6%+9.8pp | 67.9%+14.5pp |
| Annual return | -13.65% | -13.67%0pp | 701.18%-714.8pp | -7.84%-5.8pp |
| Employer contribution / active EE | $3,609 | $2,218+62.7% | $3,009+20.0% | $2,596+39.0% |
| Participant deferral / active EE | $5,571 | $3,246+71.6% | $4,395+26.8% | $4,027+38.3% |
| Admin fee / account holder | $3,510 | $4,395-20.1% | $5,329-34.1% | $5,403-35.0% |