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 | $26,424 | $55,449-52.3% | $83,848-68.5% | $56,287-53.1% |
| Participation rate | 100.0% | 68.0%+32.0pp | 76.1%+23.9pp | 69.9%+30.1pp |
| Annual return | -5.43% | -1.38%-4.0pp | 850.88%-856.3pp | -9.96%+4.5pp |
| Employer contribution / active EE | $1,867 | $2,430-23.2% | $3,631-48.6% | $2,111-11.6% |
| Participant deferral / active EE | $2,995 | $2,935+2.0% | $4,082-26.6% | $3,350-10.6% |
| Admin fee / account holder | $883 | $656+34.6% | $5,478-83.9% | $521+69.6% |