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 | $24,692 | $82,664-70.1% | $125,339-80.3% | $68,494-64.0% |
| Participation rate | 96.0% | 75.0%+21.0pp | 82.4%+13.6pp | 67.9%+28.1pp |
| Annual return | -12.41% | -5.97%-6.4pp | 572.05%-584.5pp | -7.84%-4.6pp |
| Employer contribution / active EE | $14,275 | $3,381+322.2% | $4,814+196.6% | $2,596+449.8% |
| Participant deferral / active EE | $2,641 | $6,110-56.8% | $7,446-64.5% | $4,027-34.4% |
| Admin fee / account holder | $5,084 | $6,275-19.0% | $10,010-49.2% | $5,403-5.9% |