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 | $33,445 | $54,350-38.5% | $82,719-59.6% | $68,494-51.2% |
| Participation rate | 75.9% | 63.9%+12.0pp | 72.6%+3.4pp | 67.9%+8.0pp |
| Annual return | -16.47% | -13.67%-2.8pp | 701.18%-717.6pp | -7.84%-8.6pp |
| Employer contribution / active EE | $732 | $2,218-67.0% | $3,009-75.7% | $2,596-71.8% |
| Participant deferral / active EE | $1,450 | $3,246-55.3% | $4,395-67.0% | $4,027-64.0% |
| Admin fee / account holder | $3,873 | $4,395-11.9% | $5,329-27.3% | $5,403-28.3% |