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 | $49,830 | $152,509-67.3% | $117,472-57.6% | $134,475-62.9% |
| Participation rate | 94.7% | 77.1%+17.7pp | 70.6%+24.1pp | 81.2%+13.5pp |
| Annual return | -13.23% | 52.99%-66.2pp | 29.74%-43.0pp | 417.96%-431.2pp |
| Employer contribution / active EE | $2,434 | $5,571-56.3% | $4,176-41.7% | $4,740-48.6% |
| Participant deferral / active EE | $2,546 | $4,818-47.2% | $4,070-37.4% | $6,400-60.2% |
| Admin fee / account holder | $777 | $7,004-88.9% | $5,645-86.2% | $11,426-93.2% |