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 | $41,842 | $82,664-49.4% | $125,339-66.6% | $68,494-38.9% |
| Participation rate | 92.9% | 75.0%+17.8pp | 82.4%+10.5pp | 67.9%+25.0pp |
| Annual return | -10.30% | -5.97%-4.3pp | 572.05%-582.4pp | -7.84%-2.5pp |
| Employer contribution / active EE | $4,571 | $3,381+35.2% | $4,814-5.1% | $2,596+76.0% |
| Participant deferral / active EE | $6,462 | $6,110+5.8% | $7,446-13.2% | $4,027+60.5% |
| Admin fee / account holder | $781 | $6,275-87.6% | $10,010-92.2% | $5,403-85.5% |