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 9-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 | $26,151 | $44,850-41.7% | $60,547-56.8% | $59,632-56.1% |
| Participation rate | 96.1% | 59.5%+36.6pp | 68.0%+28.1pp | 68.7%+27.4pp |
| Annual return | -1.63% | 1074.14%-1075.8pp | 335.64%-337.3pp | 2041.28%-2042.9pp |
| Employer contribution / active EE | $275 | $1,462-81.2% | $2,419-88.6% | $2,203-87.5% |
| Participant deferral / active EE | $1,320 | $2,230-40.8% | $3,328-60.3% | $3,192-58.6% |
| Admin fee / account holder | $558 | $3,635-84.7% | $4,536-87.7% | $4,297-87.0% |