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 | $81,339 | $104,106-21.9% | $71,086+14.4% | $135,375-39.9% |
| Participation rate | 100.0% | 65.7%+34.3pp | 54.7%+45.3pp | 82.6%+17.4pp |
| Annual return | -6.88% | 1256.30%-1263.2pp | 650.59%-657.5pp | 519.73%-526.6pp |
| Employer contribution / active EE | $1,464 | $1,485-1.4% | $1,088+34.6% | $4,779-69.4% |
| Participant deferral / active EE | $17,263 | $2,527+583.1% | $1,874+821.0% | $5,609+207.8% |
| Admin fee / account holder | $1,940 | $4,142-53.2% | $3,082-37.1% | $10,827-82.1% |