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 | $45,317 | $84,487-46.4% | $125,339-63.8% | $66,914-32.3% |
| Participation rate | 84.2% | 76.4%+7.8pp | 82.4%+1.8pp | 69.8%+14.4pp |
| Annual return | -9.05% | -8.39%-0.7pp | 572.05%-581.1pp | 1.58%-10.6pp |
| Employer contribution / active EE | $2,258 | $3,553-36.5% | $4,814-53.1% | $2,544-11.3% |
| Participant deferral / active EE | $7,382 | $6,781+8.9% | $7,446-0.9% | $4,237+74.2% |
| Admin fee / account holder | $2,150 | $685+213.8% | $10,010-78.5% | $593+262.4% |