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 | $224,368 | $82,664+171.4% | $125,339+79.0% | $68,494+227.6% |
| Participation rate | 98.7% | 75.0%+23.7pp | 82.4%+16.4pp | 67.9%+30.8pp |
| Annual return | -15.90% | -5.97%-9.9pp | 572.05%-588.0pp | -7.84%-8.1pp |
| Employer contribution / active EE | $3,517 | $3,381+4.0% | $4,814-26.9% | $2,596+35.5% |
| Participant deferral / active EE | $8,342 | $6,110+36.5% | $7,446+12.0% | $4,027+107.1% |
| Admin fee / account holder | $2,648 | $6,275-57.8% | $10,010-73.5% | $5,403-51.0% |