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 | $54,339 | $88,594-38.7% | $70,092-22.5% | $134,475-59.6% |
| Participation rate | 100.0% | 74.9%+25.1pp | 70.5%+29.5pp | 81.2%+18.8pp |
| Annual return | -16.98% | 442.67%-459.6pp | 190.73%-207.7pp | 417.96%-434.9pp |
| Employer contribution / active EE | $482 | $3,233-85.1% | $2,559-81.2% | $4,740-89.8% |
| Participant deferral / active EE | $3,030 | $4,772-36.5% | $3,849-21.3% | $6,400-52.7% |
| Admin fee / account holder | $581 | $10,441-94.4% | $6,267-90.7% | $11,426-94.9% |