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 | $20,290 | $90,320-77.5% | $59,496-65.9% | $125,391-83.8% |
| Participation rate | 100.0% | 68.3%+31.7pp | 54.6%+45.4pp | 83.2%+16.8pp |
| Annual return | -2.37% | 369.13%-371.5pp | 182.05%-184.4pp | 282.22%-284.6pp |
| Employer contribution / active EE | $1,000 | $1,792-44.2% | $1,153-13.3% | $4,866-79.4% |
| Participant deferral / active EE | $1,224 | $2,716-54.9% | $1,829-33.1% | $5,352-77.1% |
| Admin fee / account holder | $519 | $3,063-83.1% | $2,232-76.8% | $9,540-94.6% |