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 | $30,463 | $82,664-63.1% | $125,339-75.7% | $68,494-55.5% |
| Participation rate | 96.3% | 75.0%+21.3pp | 82.4%+13.9pp | 67.9%+28.4pp |
| Annual return | -18.88% | -5.97%-12.9pp | 572.05%-590.9pp | -7.84%-11.0pp |
| Employer contribution / active EE | $2,274 | $3,381-32.7% | $4,814-52.8% | $2,596-12.4% |
| Participant deferral / active EE | $12,074 | $6,110+97.6% | $7,446+62.1% | $4,027+199.8% |
| Admin fee / account holder | $2,340 | $6,275-62.7% | $10,010-76.6% | $5,403-56.7% |