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 | $69,672 | $88,594-21.4% | $70,092-0.6% | $134,475-48.2% |
| Participation rate | 83.3% | 74.9%+8.4pp | 70.5%+12.9pp | 81.2%+2.1pp |
| Annual return | -16.34% | 442.67%-459.0pp | 190.73%-207.1pp | 417.96%-434.3pp |
| Employer contribution / active EE | $874 | $3,233-73.0% | $2,559-65.8% | $4,740-81.6% |
| Participant deferral / active EE | $1,156 | $4,772-75.8% | $3,849-70.0% | $6,400-81.9% |
| Admin fee / account holder | $955 | $10,441-90.8% | $6,267-84.8% | $11,426-91.6% |