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 | $64,059 | $78,694-18.6% | $67,652-5.3% | $125,391-48.9% |
| Participation rate | 86.7% | 78.8%+7.9pp | 75.7%+11.0pp | 83.2%+3.5pp |
| Annual return | -1.00% | 9.46%-10.5pp | 6625.04%-6626.0pp | 282.22%-283.2pp |
| Employer contribution / active EE | $3,741 | $3,044+22.9% | $2,266+65.1% | $4,866-23.1% |
| Participant deferral / active EE | $7,605 | $4,292+77.2% | $3,560+113.6% | $5,352+42.1% |
| Admin fee / account holder | $937 | $7,403-87.3% | $4,821-80.6% | $9,540-90.2% |