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 | $47,988 | $82,664-41.9% | $125,339-61.7% | $68,494-29.9% |
| Participation rate | 95.5% | 75.0%+20.5pp | 82.4%+13.2pp | 67.9%+27.6pp |
| Annual return | -15.87% | -5.97%-9.9pp | 572.05%-587.9pp | -7.84%-8.0pp |
| Employer contribution / active EE | $4,300 | $3,381+27.2% | $4,814-10.7% | $2,596+65.6% |
| Participant deferral / active EE | $9,595 | $6,110+57.0% | $7,446+28.8% | $4,027+138.2% |
| Admin fee / account holder | $2,264 | $6,275-63.9% | $10,010-77.4% | $5,403-58.1% |