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 | $77,759 | $84,487-8.0% | $125,339-38.0% | $66,914+16.2% |
| Participation rate | 80.5% | 76.4%+4.1pp | 82.4%-1.9pp | 69.8%+10.7pp |
| Annual return | -11.26% | -8.39%-2.9pp | 572.05%-583.3pp | 1.58%-12.8pp |
| Employer contribution / active EE | $2,352 | $3,553-33.8% | $4,814-51.1% | $2,544-7.5% |
| Participant deferral / active EE | $8,336 | $6,781+22.9% | $7,446+11.9% | $4,237+96.7% |
| Admin fee / account holder | $7,262 | $685+960.2% | $10,010-27.4% | $593+1124.1% |