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 | $41,412 | $82,664-49.9% | $125,339-67.0% | $68,494-39.5% |
| Participation rate | 90.6% | 75.0%+15.6pp | 82.4%+8.3pp | 67.9%+22.7pp |
| Annual return | -10.12% | -5.97%-4.1pp | 572.05%-582.2pp | -7.84%-2.3pp |
| Employer contribution / active EE | $2,805 | $3,381-17.0% | $4,814-41.7% | $2,596+8.1% |
| Participant deferral / active EE | $7,328 | $6,110+19.9% | $7,446-1.6% | $4,027+82.0% |
| Admin fee / account holder | $966 | $6,275-84.6% | $10,010-90.3% | $5,403-82.1% |