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 | $39,609 | $152,509-74.0% | $117,472-66.3% | $134,475-70.5% |
| Participation rate | 92.9% | 77.1%+15.8pp | 70.6%+22.3pp | 81.2%+11.6pp |
| Annual return | -20.05% | 52.99%-73.0pp | 29.74%-49.8pp | 417.96%-438.0pp |
| Employer contribution / active EE | $1,159 | $5,571-79.2% | $4,176-72.2% | $4,740-75.5% |
| Participant deferral / active EE | $2,363 | $4,818-51.0% | $4,070-42.0% | $6,400-63.1% |
| Admin fee / account holder | $308 | $7,004-95.6% | $5,645-94.5% | $11,426-97.3% |