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 | $11,967 | $67,331-82.2% | $60,874-80.3% | $134,475-91.1% |
| Participation rate | 95.7% | 76.2%+19.5pp | 73.1%+22.5pp | 81.2%+14.4pp |
| Annual return | -16.62% | 49.93%-66.6pp | 16.90%-33.5pp | 417.96%-434.6pp |
| Employer contribution / active EE | $0 | $3,096-100.0% | $2,701-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $1,671 | $4,538-63.2% | $3,817-56.2% | $6,400-73.9% |
| Admin fee / account holder | $3,434 | $4,582-25.0% | $3,224+6.5% | $11,426-69.9% |