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 | $33,405 | $67,331-50.4% | $60,874-45.1% | $134,475-75.2% |
| Participation rate | 83.3% | 76.2%+7.2pp | 73.1%+10.2pp | 81.2%+2.1pp |
| Annual return | -15.70% | 49.93%-65.6pp | 16.90%-32.6pp | 417.96%-433.7pp |
| Employer contribution / active EE | $2,435 | $3,096-21.4% | $2,701-9.9% | $4,740-48.6% |
| Participant deferral / active EE | $6,817 | $4,538+50.2% | $3,817+78.6% | $6,400+6.5% |
| Admin fee / account holder | $11,151 | $4,582+143.4% | $3,224+245.8% | $11,426-2.4% |