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 | $23,176 | $82,664-72.0% | $125,339-81.5% | $68,494-66.2% |
| Participation rate | 89.8% | 75.0%+14.8pp | 82.4%+7.4pp | 67.9%+21.9pp |
| Annual return | -16.55% | -5.97%-10.6pp | 572.05%-588.6pp | -7.84%-8.7pp |
| Employer contribution / active EE | $3,387 | $3,381+0.2% | $4,814-29.6% | $2,596+30.5% |
| Participant deferral / active EE | $5,421 | $6,110-11.3% | $7,446-27.2% | $4,027+34.6% |
| Admin fee / account holder | $2,127 | $6,275-66.1% | $10,010-78.7% | $5,403-60.6% |