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 | $28,235 | $92,703-69.5% | $82,719-65.9% | $134,475-79.0% |
| Participation rate | 92.3% | 75.2%+17.1pp | 72.6%+19.8pp | 81.2%+11.1pp |
| Annual return | -14.45% | 944.92%-959.4pp | 701.18%-715.6pp | 417.96%-432.4pp |
| Employer contribution / active EE | $7,079 | $3,274+116.2% | $3,009+135.3% | $4,740+49.4% |
| Participant deferral / active EE | $8,029 | $4,802+67.2% | $4,395+82.7% | $6,400+25.5% |
| Admin fee / account holder | $610 | $5,983-89.8% | $5,329-88.6% | $11,426-94.7% |