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 | $69,476 | $133,958-48.1% | $112,228-38.1% | $134,475-48.3% |
| Participation rate | 85.7% | 78.6%+7.2pp | 75.1%+10.7pp | 81.2%+4.5pp |
| Annual return | -18.53% | 47.11%-65.6pp | 27.45%-46.0pp | 417.96%-436.5pp |
| Employer contribution / active EE | $2,601 | $4,038-35.6% | $3,635-28.4% | $4,740-45.1% |
| Participant deferral / active EE | $8,030 | $5,291+51.8% | $4,728+69.8% | $6,400+25.5% |
| Admin fee / account holder | $831 | $7,489-88.9% | $6,410-87.0% | $11,426-92.7% |