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 | $30,118 | $45,566-33.9% | $64,105-53.0% | $59,632-49.5% |
| Participation rate | 80.9% | 60.2%+20.7pp | 68.2%+12.7pp | 68.7%+12.2pp |
| Annual return | -1.99% | 4.95%-6.9pp | 791.24%-793.2pp | 2041.28%-2043.3pp |
| Employer contribution / active EE | $2,229 | $934+138.6% | $1,820+22.5% | $2,203+1.2% |
| Participant deferral / active EE | $3,766 | $2,057+83.1% | $2,822+33.5% | $3,192+18.0% |
| Admin fee / account holder | $819 | $3,268-74.9% | $4,499-81.8% | $4,297-80.9% |