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 | $48,432 | $82,664-41.4% | $125,339-61.4% | $68,494-29.3% |
| Participation rate | 83.5% | 75.0%+8.5pp | 82.4%+1.2pp | 67.9%+15.7pp |
| Annual return | -13.85% | -5.97%-7.9pp | 572.05%-585.9pp | -7.84%-6.0pp |
| Employer contribution / active EE | $5,106 | $3,381+51.0% | $4,814+6.1% | $2,596+96.7% |
| Participant deferral / active EE | $6,838 | $6,110+11.9% | $7,446-8.2% | $4,027+69.8% |
| Admin fee / account holder | $1,658 | $6,275-73.6% | $10,010-83.4% | $5,403-69.3% |