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 | $55,751 | $82,664-32.6% | $125,339-55.5% | $68,494-18.6% |
| Participation rate | 91.1% | 75.0%+16.0pp | 82.4%+8.7pp | 67.9%+23.2pp |
| Annual return | -18.12% | -5.97%-12.2pp | 572.05%-590.2pp | -7.84%-10.3pp |
| Employer contribution / active EE | $2,541 | $3,381-24.9% | $4,814-47.2% | $2,596-2.1% |
| Participant deferral / active EE | $6,358 | $6,110+4.1% | $7,446-14.6% | $4,027+57.9% |
| Admin fee / account holder | $6,643 | $6,275+5.9% | $10,010-33.6% | $5,403+23.0% |