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 | $72,349 | $69,010+4.8% | $159,960-54.8% | $68,494+5.6% |
| Participation rate | 88.0% | 65.4%+22.6pp | 78.0%+10.0pp | 67.9%+20.1pp |
| Annual return | -12.17% | -9.65%-2.5pp | 408.60%-420.8pp | -7.84%-4.3pp |
| Employer contribution / active EE | $3,434 | $2,213+55.1% | $4,226-18.7% | $2,596+32.3% |
| Participant deferral / active EE | $5,993 | $4,212+42.3% | $6,182-3.1% | $4,027+48.8% |
| Admin fee / account holder | $10,640 | $4,798+121.8% | $8,698+22.3% | $5,403+96.9% |