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 | $40,645 | $104,106-61.0% | $71,086-42.8% | $135,375-70.0% |
| Participation rate | 88.2% | 65.7%+22.6pp | 54.7%+33.6pp | 82.6%+5.6pp |
| Annual return | -6.13% | 1256.30%-1262.4pp | 650.59%-656.7pp | 519.73%-525.9pp |
| Employer contribution / active EE | $1,589 | $1,485+7.0% | $1,088+46.1% | $4,779-66.7% |
| Participant deferral / active EE | $3,193 | $2,527+26.3% | $1,874+70.3% | $5,609-43.1% |
| Admin fee / account holder | $1,061 | $4,142-74.4% | $3,082-65.6% | $10,827-90.2% |