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 | $64,749 | $54,350+19.1% | $82,719-21.7% | $68,494-5.5% |
| Participation rate | 94.3% | 63.9%+30.4pp | 72.6%+21.7pp | 67.9%+26.4pp |
| Annual return | -19.38% | -13.67%-5.7pp | 701.18%-720.6pp | -7.84%-11.5pp |
| Employer contribution / active EE | $3,466 | $2,218+56.3% | $3,009+15.2% | $2,596+33.5% |
| Participant deferral / active EE | $7,226 | $3,246+122.6% | $4,395+64.4% | $4,027+79.4% |
| Admin fee / account holder | $3,127 | $4,395-28.8% | $5,329-41.3% | $5,403-42.1% |