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 | $40,011 | $67,331-40.6% | $60,874-34.3% | $134,475-70.2% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | -11.51% | 49.93%-61.4pp | 16.90%-28.4pp | 417.96%-429.5pp |
| Employer contribution / active EE | $1,910 | $3,096-38.3% | $2,701-29.3% | $4,740-59.7% |
| Participant deferral / active EE | $2,792 | $4,538-38.5% | $3,817-26.8% | $6,400-56.4% |
| Admin fee / account holder | $12,900 | $4,582+181.5% | $3,224+300.1% | $11,426+12.9% |