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 | $88,081 | $54,350+62.1% | $82,719+6.5% | $68,494+28.6% |
| Participation rate | 89.7% | 63.9%+25.7pp | 72.6%+17.1pp | 67.9%+21.8pp |
| Annual return | -15.06% | -13.67%-1.4pp | 701.18%-716.2pp | -7.84%-7.2pp |
| Employer contribution / active EE | $2,741 | $2,218+23.6% | $3,009-8.9% | $2,596+5.6% |
| Participant deferral / active EE | $4,666 | $3,246+43.7% | $4,395+6.2% | $4,027+15.9% |
| Admin fee / account holder | $3,690 | $4,395-16.1% | $5,329-30.8% | $5,403-31.7% |