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 | $79,596 | $95,971-17.1% | $74,550+6.8% | $135,375-41.2% |
| Participation rate | 94.4% | 75.7%+18.8pp | 69.1%+25.3pp | 82.6%+11.8pp |
| Annual return | -7.92% | 56.96%-64.9pp | 32.53%-40.4pp | 519.73%-527.7pp |
| Employer contribution / active EE | $2,274 | $2,716-16.3% | $1,961+16.0% | $4,779-52.4% |
| Participant deferral / active EE | $4,598 | $3,843+19.6% | $3,108+47.9% | $5,609-18.0% |
| Admin fee / account holder | $3,487 | $6,522-46.5% | $5,060-31.1% | $10,827-67.8% |