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 | $64,183 | $82,664-22.4% | $125,339-48.8% | $68,494-6.3% |
| Participation rate | 94.3% | 75.0%+19.3pp | 82.4%+12.0pp | 67.9%+26.5pp |
| Annual return | -17.37% | -5.97%-11.4pp | 572.05%-589.4pp | -7.84%-9.5pp |
| Employer contribution / active EE | $2,373 | $3,381-29.8% | $4,814-50.7% | $2,596-8.6% |
| Participant deferral / active EE | $7,342 | $6,110+20.2% | $7,446-1.4% | $4,027+82.3% |
| Admin fee / account holder | $1,086 | $6,275-82.7% | $10,010-89.1% | $5,403-79.9% |