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 | $58,351 | $54,350+7.4% | $82,719-29.5% | $68,494-14.8% |
| Participation rate | 84.1% | 63.9%+20.1pp | 72.6%+11.5pp | 67.9%+16.2pp |
| Annual return | -15.76% | -13.67%-2.1pp | 701.18%-716.9pp | -7.84%-7.9pp |
| Employer contribution / active EE | $0 | $2,218-100.0% | $3,009-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $5,687 | $3,246+75.2% | $4,395+29.4% | $4,027+41.2% |
| Admin fee / account holder | $1,380 | $4,395-68.6% | $5,329-74.1% | $5,403-74.5% |