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 | $37,068 | $97,757-62.1% | $83,848-55.8% | $135,375-72.6% |
| Participation rate | 81.0% | 80.0%+1.0pp | 76.1%+4.8pp | 82.6%-1.7pp |
| Annual return | -6.72% | 1287.37%-1294.1pp | 850.88%-857.6pp | 519.73%-526.5pp |
| Employer contribution / active EE | $2,221 | $4,222-47.4% | $3,631-38.8% | $4,779-53.5% |
| Participant deferral / active EE | $5,225 | $4,682+11.6% | $4,082+28.0% | $5,609-6.8% |
| Admin fee / account holder | $579 | $6,674-91.3% | $5,478-89.4% | $10,827-94.7% |