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 | $82,031 | $54,350+50.9% | $82,719-0.8% | $68,494+19.8% |
| Participation rate | 85.7% | 63.9%+21.8pp | 72.6%+13.2pp | 67.9%+17.8pp |
| Annual return | -17.89% | -13.67%-4.2pp | 701.18%-719.1pp | -7.84%-10.0pp |
| Employer contribution / active EE | $1,963 | $2,218-11.5% | $3,009-34.8% | $2,596-24.4% |
| Participant deferral / active EE | $5,159 | $3,246+58.9% | $4,395+17.4% | $4,027+28.1% |
| Admin fee / account holder | $4,197 | $4,395-4.5% | $5,329-21.2% | $5,403-22.3% |