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 | $71,091 | $82,664-14.0% | $125,339-43.3% | $68,494+3.8% |
| Participation rate | 84.7% | 75.0%+9.7pp | 82.4%+2.4pp | 67.9%+16.8pp |
| Annual return | -17.25% | -5.97%-11.3pp | 572.05%-589.3pp | -7.84%-9.4pp |
| Employer contribution / active EE | $2,566 | $3,381-24.1% | $4,814-46.7% | $2,596-1.2% |
| Participant deferral / active EE | $4,710 | $6,110-22.9% | $7,446-36.7% | $4,027+17.0% |
| Admin fee / account holder | $21,489 | $6,275+242.4% | $10,010+114.7% | $5,403+297.8% |