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 | $44,195 | $67,331-34.4% | $60,874-27.4% | $134,475-67.1% |
| Participation rate | 90.9% | 76.2%+14.7pp | 73.1%+17.8pp | 81.2%+9.7pp |
| Annual return | -18.38% | 49.93%-68.3pp | 16.90%-35.3pp | 417.96%-436.3pp |
| Employer contribution / active EE | $4,229 | $3,096+36.6% | $2,701+56.5% | $4,740-10.8% |
| Participant deferral / active EE | $9,346 | $4,538+105.9% | $3,817+144.9% | $6,400+46.0% |
| Admin fee / account holder | $2,293 | $4,582-50.0% | $3,224-28.9% | $11,426-79.9% |