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 | $35,903 | $44,850-19.9% | $60,547-40.7% | $59,632-39.8% |
| Participation rate | 83.1% | 59.5%+23.6pp | 68.0%+15.1pp | 68.7%+14.4pp |
| Annual return | -2.76% | 1074.14%-1076.9pp | 335.64%-338.4pp | 2041.28%-2044.0pp |
| Employer contribution / active EE | $1,733 | $1,462+18.5% | $2,419-28.4% | $2,203-21.3% |
| Participant deferral / active EE | $3,647 | $2,230+63.5% | $3,328+9.6% | $3,192+14.3% |
| Admin fee / account holder | $1,094 | $3,635-69.9% | $4,536-75.9% | $4,297-74.5% |