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 8-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 | $78,315 | $57,354+36.5% | $83,848-6.6% | $64,186+22.0% |
| Participation rate | 82.0% | 68.6%+13.4pp | 76.1%+5.8pp | 69.6%+12.4pp |
| Annual return | -8.23% | 11.38%-19.6pp | 850.88%-859.1pp | 7.63%-15.9pp |
| Employer contribution / active EE | $2,750 | $2,545+8.0% | $3,631-24.3% | $2,381+15.5% |
| Participant deferral / active EE | $6,322 | $2,993+111.2% | $4,082+54.9% | $3,470+82.2% |
| Admin fee / account holder | $994 | $4,046-75.4% | $5,478-81.9% | $4,888-79.7% |