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 | $59,019 | $104,106-43.3% | $71,086-17.0% | $135,375-56.4% |
| Participation rate | 76.5% | 65.7%+10.8pp | 54.7%+21.8pp | 82.6%-6.2pp |
| Annual return | -7.05% | 1256.30%-1263.3pp | 650.59%-657.6pp | 519.73%-526.8pp |
| Employer contribution / active EE | $1,413 | $1,485-4.9% | $1,088+29.9% | $4,779-70.4% |
| Participant deferral / active EE | $5,018 | $2,527+98.6% | $1,874+167.7% | $5,609-10.5% |
| Admin fee / account holder | $2,033 | $4,142-50.9% | $3,082-34.1% | $10,827-81.2% |