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 | $24,039 | $90,320-73.4% | $59,496-59.6% | $125,391-80.8% |
| Participation rate | 71.4% | 68.3%+3.1pp | 54.6%+16.9pp | 83.2%-11.8pp |
| Annual return | -3.85% | 369.13%-373.0pp | 182.05%-185.9pp | 282.22%-286.1pp |
| Employer contribution / active EE | $1,268 | $1,792-29.2% | $1,153+10.0% | $4,866-73.9% |
| Participant deferral / active EE | $4,082 | $2,716+50.3% | $1,829+123.2% | $5,352-23.7% |
| Admin fee / account holder | $902 | $3,063-70.5% | $2,232-59.6% | $9,540-90.5% |