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 | $32,080 | $82,664-61.2% | $125,339-74.4% | $68,494-53.2% |
| Participation rate | 83.8% | 75.0%+8.7pp | 82.4%+1.4pp | 67.9%+15.9pp |
| Annual return | -18.68% | -5.97%-12.7pp | 572.05%-590.7pp | -7.84%-10.8pp |
| Employer contribution / active EE | $1,526 | $3,381-54.9% | $4,814-68.3% | $2,596-41.2% |
| Participant deferral / active EE | $3,614 | $6,110-40.9% | $7,446-51.5% | $4,027-10.3% |
| Admin fee / account holder | $557 | $6,275-91.1% | $10,010-94.4% | $5,403-89.7% |