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 | $32,550 | $97,757-66.7% | $83,848-61.2% | $135,375-76.0% |
| Participation rate | 94.7% | 80.0%+14.8pp | 76.1%+18.6pp | 82.6%+12.1pp |
| Annual return | -3.51% | 1287.37%-1290.9pp | 850.88%-854.4pp | 519.73%-523.2pp |
| Employer contribution / active EE | $2,725 | $4,222-35.4% | $3,631-24.9% | $4,779-43.0% |
| Participant deferral / active EE | $7,381 | $4,682+57.6% | $4,082+80.8% | $5,609+31.6% |
| Admin fee / account holder | $2,723 | $6,674-59.2% | $5,478-50.3% | $10,827-74.9% |