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 | $12,115 | $92,703-86.9% | $82,719-85.4% | $134,475-91.0% |
| Participation rate | 94.1% | 75.2%+18.9pp | 72.6%+21.6pp | 81.2%+12.9pp |
| Annual return | -20.79% | 944.92%-965.7pp | 701.18%-722.0pp | 417.96%-438.8pp |
| Employer contribution / active EE | $904 | $3,274-72.4% | $3,009-70.0% | $4,740-80.9% |
| Participant deferral / active EE | $2,544 | $4,802-47.0% | $4,395-42.1% | $6,400-60.3% |
| Admin fee / account holder | $477 | $5,983-92.0% | $5,329-91.0% | $11,426-95.8% |