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 | $32,261 | $152,509-78.8% | $117,472-72.5% | $134,475-76.0% |
| Participation rate | 90.5% | 77.1%+13.4pp | 70.6%+19.9pp | 81.2%+9.3pp |
| Annual return | -17.53% | 52.99%-70.5pp | 29.74%-47.3pp | 417.96%-435.5pp |
| Employer contribution / active EE | $2,382 | $5,571-57.2% | $4,176-43.0% | $4,740-49.7% |
| Participant deferral / active EE | $8,358 | $4,818+73.5% | $4,070+105.4% | $6,400+30.6% |
| Admin fee / account holder | $2,305 | $7,004-67.1% | $5,645-59.2% | $11,426-79.8% |