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 | $24,216 | $92,703-73.9% | $82,719-70.7% | $134,475-82.0% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -9.80% | 944.92%-954.7pp | 701.18%-711.0pp | 417.96%-427.8pp |
| Employer contribution / active EE | $1,033 | $3,274-68.4% | $3,009-65.7% | $4,740-78.2% |
| Participant deferral / active EE | $4,260 | $4,802-11.3% | $4,395-3.1% | $6,400-33.4% |
| Admin fee / account holder | $1,295 | $5,983-78.4% | $5,329-75.7% | $11,426-88.7% |