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 | $22,894 | $97,757-76.6% | $83,848-72.7% | $135,375-83.1% |
| Participation rate | 85.7% | 80.0%+5.8pp | 76.1%+9.6pp | 82.6%+3.1pp |
| Annual return | -2.78% | 1287.37%-1290.2pp | 850.88%-853.7pp | 519.73%-522.5pp |
| Employer contribution / active EE | $1,917 | $4,222-54.6% | $3,631-47.2% | $4,779-59.9% |
| Participant deferral / active EE | $4,587 | $4,682-2.0% | $4,082+12.4% | $5,609-18.2% |
| Admin fee / account holder | $1,320 | $6,674-80.2% | $5,478-75.9% | $10,827-87.8% |