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 | $36,868 | $90,600-59.3% | $79,464-53.6% | $135,375-72.8% |
| Participation rate | 80.0% | 76.0%+4.0pp | 73.3%+6.7pp | 82.6%-2.6pp |
| Annual return | -8.13% | 977.43%-985.6pp | 718.14%-726.3pp | 519.73%-527.9pp |
| Employer contribution / active EE | $2,314 | $3,068-24.6% | $2,800-17.4% | $4,779-51.6% |
| Participant deferral / active EE | $4,665 | $4,050+15.2% | $3,704+26.0% | $5,609-16.8% |
| Admin fee / account holder | $656 | $5,907-88.9% | $5,113-87.2% | $10,827-93.9% |