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 | $39,258 | $90,600-56.7% | $79,464-50.6% | $135,375-71.0% |
| Participation rate | 88.9% | 76.0%+12.8pp | 73.3%+15.5pp | 82.6%+6.2pp |
| Annual return | -9.13% | 977.43%-986.6pp | 718.14%-727.3pp | 519.73%-528.9pp |
| Employer contribution / active EE | $4,827 | $3,068+57.3% | $2,800+72.4% | $4,779+1.0% |
| Participant deferral / active EE | $5,069 | $4,050+25.2% | $3,704+36.9% | $5,609-9.6% |
| Admin fee / account holder | $687 | $5,907-88.4% | $5,113-86.6% | $10,827-93.7% |