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 | $65,732 | $72,404-9.2% | $110,238-40.4% | $64,186+2.4% |
| Participation rate | 96.7% | 73.3%+23.3pp | 79.8%+16.8pp | 69.6%+27.1pp |
| Annual return | -6.16% | -6.29%+0.1pp | 314.74%-320.9pp | 7.63%-13.8pp |
| Employer contribution / active EE | $5,000 | $2,282+119.1% | $3,826+30.7% | $2,381+110.0% |
| Participant deferral / active EE | $5,225 | $3,469+50.6% | $4,672+11.8% | $3,470+50.6% |
| Admin fee / account holder | $796 | $5,664-85.9% | $8,547-90.7% | $4,888-83.7% |