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 | $125,426 | $54,350+130.8% | $82,719+51.6% | $68,494+83.1% |
| Participation rate | 97.2% | 63.9%+33.3pp | 72.6%+24.7pp | 67.9%+29.3pp |
| Annual return | -15.81% | -13.67%-2.1pp | 701.18%-717.0pp | -7.84%-8.0pp |
| Employer contribution / active EE | $815 | $2,218-63.2% | $3,009-72.9% | $2,596-68.6% |
| Participant deferral / active EE | $4,436 | $3,246+36.7% | $4,395+0.9% | $4,027+10.2% |
| Admin fee / account holder | $5,538 | $4,395+26.0% | $5,329+3.9% | $5,403+2.5% |