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 | $91,058 | $82,664+10.2% | $125,339-27.4% | $68,494+32.9% |
| Participation rate | 94.9% | 75.0%+19.8pp | 82.4%+12.5pp | 67.9%+27.0pp |
| Annual return | -17.80% | -5.97%-11.8pp | 572.05%-589.8pp | -7.84%-10.0pp |
| Employer contribution / active EE | $2,486 | $3,381-26.5% | $4,814-48.4% | $2,596-4.3% |
| Participant deferral / active EE | $8,126 | $6,110+33.0% | $7,446+9.1% | $4,027+101.8% |
| Admin fee / account holder | $9,284 | $6,275+47.9% | $10,010-7.2% | $5,403+71.8% |