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 3-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 | $41,494 | $54,350-23.7% | $82,719-49.8% | $68,494-39.4% |
| Participation rate | 98.2% | 63.9%+34.3pp | 72.6%+25.7pp | 67.9%+30.4pp |
| Annual return | -16.82% | -13.67%-3.1pp | 701.18%-718.0pp | -7.84%-9.0pp |
| Employer contribution / active EE | $3,014 | $2,218+35.9% | $3,009+0.2% | $2,596+16.1% |
| Participant deferral / active EE | $3,756 | $3,246+15.7% | $4,395-14.5% | $4,027-6.7% |
| Admin fee / account holder | $751 | $4,395-82.9% | $5,329-85.9% | $5,403-86.1% |