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 | $29,944 | $90,600-66.9% | $79,464-62.3% | $135,375-77.9% |
| Participation rate | 77.8% | 76.0%+1.7pp | 73.3%+4.4pp | 82.6%-4.9pp |
| Annual return | -7.01% | 977.43%-984.4pp | 718.14%-725.2pp | 519.73%-526.7pp |
| Employer contribution / active EE | $908 | $3,068-70.4% | $2,800-67.6% | $4,779-81.0% |
| Participant deferral / active EE | $4,347 | $4,050+7.3% | $3,704+17.4% | $5,609-22.5% |
| Admin fee / account holder | $311 | $5,907-94.7% | $5,113-93.9% | $10,827-97.1% |