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 | $47,680 | $138,065-65.5% | $123,544-61.4% | $135,375-64.8% |
| Participation rate | 71.4% | 84.7%-13.3pp | 82.3%-10.9pp | 82.6%-11.2pp |
| Annual return | -8.25% | 153.68%-161.9pp | 119.20%-127.4pp | 519.73%-528.0pp |
| Employer contribution / active EE | $1,039 | $5,151-79.8% | $4,628-77.6% | $4,779-78.3% |
| Participant deferral / active EE | $13,091 | $6,799+92.5% | $6,426+103.7% | $5,609+133.4% |
| Admin fee / account holder | $3,749 | $10,916-65.7% | $9,284-59.6% | $10,827-65.4% |