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 | $34,198 | $54,350-37.1% | $82,719-58.7% | $68,494-50.1% |
| Participation rate | 98.7% | 63.9%+34.8pp | 72.6%+26.2pp | 67.9%+30.8pp |
| Annual return | -14.61% | -13.67%-0.9pp | 701.18%-715.8pp | -7.84%-6.8pp |
| Employer contribution / active EE | $1,810 | $2,218-18.4% | $3,009-39.9% | $2,596-30.3% |
| Participant deferral / active EE | $2,690 | $3,246-17.1% | $4,395-38.8% | $4,027-33.2% |
| Admin fee / account holder | $824 | $4,395-81.2% | $5,329-84.5% | $5,403-84.7% |