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 | $65,398 | $82,664-20.9% | $125,339-47.8% | $68,494-4.5% |
| Participation rate | 96.0% | 75.0%+21.0pp | 82.4%+13.6pp | 67.9%+28.1pp |
| Annual return | -13.11% | -5.97%-7.1pp | 572.05%-585.2pp | -7.84%-5.3pp |
| Employer contribution / active EE | $6,863 | $3,381+103.0% | $4,814+42.6% | $2,596+164.3% |
| Participant deferral / active EE | $11,158 | $6,110+82.6% | $7,446+49.8% | $4,027+177.1% |
| Admin fee / account holder | $8,098 | $6,275+29.0% | $10,010-19.1% | $5,403+49.9% |