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 | $54,150 | $82,664-34.5% | $125,339-56.8% | $68,494-20.9% |
| Participation rate | 92.8% | 75.0%+17.7pp | 82.4%+10.4pp | 67.9%+24.9pp |
| Annual return | -14.34% | -5.97%-8.4pp | 572.05%-586.4pp | -7.84%-6.5pp |
| Employer contribution / active EE | $5,936 | $3,381+75.6% | $4,814+23.3% | $2,596+128.6% |
| Participant deferral / active EE | $10,728 | $6,110+75.6% | $7,446+44.1% | $4,027+166.4% |
| Admin fee / account holder | $1,507 | $6,275-76.0% | $10,010-84.9% | $5,403-72.1% |