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 9-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 | $17,892 | $54,350-67.1% | $82,719-78.4% | $68,494-73.9% |
| Participation rate | 100.0% | 63.9%+36.1pp | 72.6%+27.4pp | 67.9%+32.1pp |
| Annual return | -19.44% | -13.67%-5.8pp | 701.18%-720.6pp | -7.84%-11.6pp |
| Employer contribution / active EE | $4,967 | $2,218+123.9% | $3,009+65.1% | $2,596+91.3% |
| Participant deferral / active EE | $3,776 | $3,246+16.3% | $4,395-14.1% | $4,027-6.2% |
| Admin fee / account holder | $2,884 | $4,395-34.4% | $5,329-45.9% | $5,403-46.6% |