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 | $38,046 | $54,350-30.0% | $82,719-54.0% | $68,494-44.5% |
| Participation rate | 95.5% | 63.9%+31.6pp | 72.6%+23.0pp | 67.9%+27.6pp |
| Annual return | -14.42% | -13.67%-0.8pp | 701.18%-715.6pp | -7.84%-6.6pp |
| Employer contribution / active EE | $1,873 | $2,218-15.5% | $3,009-37.7% | $2,596-27.8% |
| Participant deferral / active EE | $2,612 | $3,246-19.5% | $4,395-40.6% | $4,027-35.1% |
| Admin fee / account holder | $5,900 | $4,395+34.2% | $5,329+10.7% | $5,403+9.2% |