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 | $32,905 | $82,664-60.2% | $125,339-73.7% | $68,494-52.0% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -16.82% | -5.97%-10.8pp | 572.05%-588.9pp | -7.84%-9.0pp |
| Employer contribution / active EE | $5,476 | $3,381+62.0% | $4,814+13.8% | $2,596+110.9% |
| Participant deferral / active EE | $3,520 | $6,110-42.4% | $7,446-52.7% | $4,027-12.6% |
| Admin fee / account holder | $2,176 | $6,275-65.3% | $10,010-78.3% | $5,403-59.7% |