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 7-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 | $38,152 | $82,664-53.8% | $125,339-69.6% | $68,494-44.3% |
| Participation rate | 98.2% | 75.0%+23.2pp | 82.4%+15.8pp | 67.9%+30.3pp |
| Annual return | -9.39% | -5.97%-3.4pp | 572.05%-581.4pp | -7.84%-1.5pp |
| Employer contribution / active EE | $7,825 | $3,381+131.5% | $4,814+62.6% | $2,596+201.4% |
| Participant deferral / active EE | $13,909 | $6,110+127.6% | $7,446+86.8% | $4,027+245.4% |
| Admin fee / account holder | $4,165 | $6,275-33.6% | $10,010-58.4% | $5,403-22.9% |