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 | $47,559 | $54,350-12.5% | $82,719-42.5% | $68,494-30.6% |
| Participation rate | 88.2% | 63.9%+24.3pp | 72.6%+15.7pp | 67.9%+20.3pp |
| Annual return | -14.96% | -13.67%-1.3pp | 701.18%-716.1pp | -7.84%-7.1pp |
| Employer contribution / active EE | $2,746 | $2,218+23.8% | $3,009-8.7% | $2,596+5.8% |
| Participant deferral / active EE | $6,179 | $3,246+90.4% | $4,395+40.6% | $4,027+53.4% |
| Admin fee / account holder | $1,004 | $4,395-77.2% | $5,329-81.2% | $5,403-81.4% |