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 | $29,370 | $82,630-64.5% | $64,105-54.2% | $125,391-76.6% |
| Participation rate | 87.5% | 75.9%+11.6pp | 68.2%+19.3pp | 83.2%+4.3pp |
| Annual return | -0.10% | 1489.72%-1489.8pp | 791.24%-791.3pp | 282.22%-282.3pp |
| Employer contribution / active EE | $2,708 | $2,671+1.4% | $1,820+48.8% | $4,866-44.3% |
| Participant deferral / active EE | $3,184 | $3,608-11.8% | $2,822+12.8% | $5,352-40.5% |
| Admin fee / account holder | $605 | $6,382-90.5% | $4,499-86.5% | $9,540-93.7% |