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 | $86,361 | $54,350+58.9% | $82,719+4.4% | $68,494+26.1% |
| Participation rate | 76.9% | 63.9%+13.0pp | 72.6%+4.4pp | 67.9%+9.0pp |
| Annual return | -15.20% | -13.67%-1.5pp | 701.18%-716.4pp | -7.84%-7.4pp |
| Employer contribution / active EE | $1,520 | $2,218-31.5% | $3,009-49.5% | $2,596-41.4% |
| Participant deferral / active EE | $7,702 | $3,246+137.3% | $4,395+75.2% | $4,027+91.3% |
| Admin fee / account holder | $13,346 | $4,395+203.6% | $5,329+150.5% | $5,403+147.0% |