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 | $39,214 | $88,594-55.7% | $70,092-44.1% | $134,475-70.8% |
| Participation rate | 72.7% | 74.9%-2.2pp | 70.5%+2.3pp | 81.2%-8.5pp |
| Annual return | -11.08% | 442.67%-453.7pp | 190.73%-201.8pp | 417.96%-429.0pp |
| Employer contribution / active EE | $729 | $3,233-77.4% | $2,559-71.5% | $4,740-84.6% |
| Participant deferral / active EE | $1,374 | $4,772-71.2% | $3,849-64.3% | $6,400-78.5% |
| Admin fee / account holder | $4,617 | $10,441-55.8% | $6,267-26.3% | $11,426-59.6% |