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 | $30,978 | $97,757-68.3% | $83,848-63.1% | $135,375-77.1% |
| Participation rate | 72.7% | 80.0%-7.2pp | 76.1%-3.4pp | 82.6%-9.9pp |
| Annual return | -5.99% | 1287.37%-1293.4pp | 850.88%-856.9pp | 519.73%-525.7pp |
| Employer contribution / active EE | $5,178 | $4,222+22.7% | $3,631+42.6% | $4,779+8.4% |
| Participant deferral / active EE | $3,368 | $4,682-28.1% | $4,082-17.5% | $5,609-40.0% |
| Admin fee / account holder | $1,467 | $6,674-78.0% | $5,478-73.2% | $10,827-86.5% |