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 6-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 | $8,447 | $92,703-90.9% | $82,719-89.8% | $134,475-93.7% |
| Participation rate | 75.0% | 75.2%-0.2pp | 72.6%+2.4pp | 81.2%-6.2pp |
| Annual return | -8.66% | 944.92%-953.6pp | 701.18%-709.8pp | 417.96%-426.6pp |
| Employer contribution / active EE | $637 | $3,274-80.6% | $3,009-78.8% | $4,740-86.6% |
| Participant deferral / active EE | $2,570 | $4,802-46.5% | $4,395-41.5% | $6,400-59.8% |
| Admin fee / account holder | $1,149 | $5,983-80.8% | $5,329-78.4% | $11,426-89.9% |