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 6-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 | $47,433 | $82,664-42.6% | $125,339-62.2% | $68,494-30.7% |
| Participation rate | 94.6% | 75.0%+19.6pp | 82.4%+12.3pp | 67.9%+26.8pp |
| Annual return | -17.93% | -5.97%-12.0pp | 572.05%-590.0pp | -7.84%-10.1pp |
| Employer contribution / active EE | $2,818 | $3,381-16.6% | $4,814-41.5% | $2,596+8.5% |
| Participant deferral / active EE | $9,576 | $6,110+56.7% | $7,446+28.6% | $4,027+137.8% |
| Admin fee / account holder | $635 | $6,275-89.9% | $10,010-93.7% | $5,403-88.2% |