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 | $88,109 | $82,664+6.6% | $125,339-29.7% | $68,494+28.6% |
| Participation rate | 82.0% | 75.0%+7.0pp | 82.4%-0.4pp | 67.9%+14.1pp |
| Annual return | -14.42% | -5.97%-8.4pp | 572.05%-586.5pp | -7.84%-6.6pp |
| Employer contribution / active EE | $1,685 | $3,381-50.2% | $4,814-65.0% | $2,596-35.1% |
| Participant deferral / active EE | $4,938 | $6,110-19.2% | $7,446-33.7% | $4,027+22.6% |
| Admin fee / account holder | $746 | $6,275-88.1% | $10,010-92.6% | $5,403-86.2% |