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 | $55,493 | $95,971-42.2% | $74,550-25.6% | $135,375-59.0% |
| Participation rate | 85.7% | 75.7%+10.1pp | 69.1%+16.6pp | 82.6%+3.1pp |
| Annual return | -6.70% | 56.96%-63.7pp | 32.53%-39.2pp | 519.73%-526.4pp |
| Employer contribution / active EE | $820 | $2,716-69.8% | $1,961-58.2% | $4,779-82.8% |
| Participant deferral / active EE | $2,882 | $3,843-25.0% | $3,108-7.3% | $5,609-48.6% |
| Admin fee / account holder | $1,456 | $6,522-77.7% | $5,060-71.2% | $10,827-86.6% |