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 | $45,834 | $82,664-44.6% | $125,339-63.4% | $68,494-33.1% |
| Participation rate | 98.7% | 75.0%+23.7pp | 82.4%+16.4pp | 67.9%+30.8pp |
| Annual return | -13.86% | -5.97%-7.9pp | 572.05%-585.9pp | -7.84%-6.0pp |
| Employer contribution / active EE | $2,142 | $3,381-36.6% | $4,814-55.5% | $2,596-17.5% |
| Participant deferral / active EE | $4,839 | $6,110-20.8% | $7,446-35.0% | $4,027+20.2% |
| Admin fee / account holder | $2,224 | $6,275-64.6% | $10,010-77.8% | $5,403-58.8% |