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 | $63,562 | $69,010-7.9% | $159,960-60.3% | $68,494-7.2% |
| Participation rate | 97.0% | 65.4%+31.6pp | 78.0%+19.0pp | 67.9%+29.1pp |
| Annual return | -18.33% | -9.65%-8.7pp | 408.60%-426.9pp | -7.84%-10.5pp |
| Employer contribution / active EE | $4,469 | $2,213+101.9% | $4,226+5.8% | $2,596+72.1% |
| Participant deferral / active EE | $10,317 | $4,212+145.0% | $6,182+66.9% | $4,027+156.2% |
| Admin fee / account holder | $7,386 | $4,798+53.9% | $8,698-15.1% | $5,403+36.7% |