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 | $38,451 | $97,757-60.7% | $83,848-54.1% | $135,375-71.6% |
| Participation rate | 85.0% | 80.0%+5.0pp | 76.1%+8.9pp | 82.6%+2.4pp |
| Annual return | -8.18% | 1287.37%-1295.5pp | 850.88%-859.1pp | 519.73%-527.9pp |
| Employer contribution / active EE | $1,725 | $4,222-59.1% | $3,631-52.5% | $4,779-63.9% |
| Participant deferral / active EE | $2,765 | $4,682-40.9% | $4,082-32.3% | $5,609-50.7% |
| Admin fee / account holder | $5,143 | $6,674-22.9% | $5,478-6.1% | $10,827-52.5% |