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 5-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 | $10,724 | $84,402-87.3% | $61,373-82.5% | $134,475-92.0% |
| Participation rate | 84.6% | 62.2%+22.4pp | 52.6%+32.0pp | 81.2%+3.4pp |
| Annual return | -20.37% | 584.55%-604.9pp | 338.61%-359.0pp | 417.96%-438.3pp |
| Employer contribution / active EE | $1,001 | $1,544-35.2% | $1,159-13.7% | $4,740-78.9% |
| Participant deferral / active EE | $3,637 | $2,819+29.0% | $2,125+71.2% | $6,400-43.2% |
| Admin fee / account holder | $1,103 | $2,585-57.4% | $2,130-48.2% | $11,426-90.4% |