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 | $35,712 | $90,600-60.6% | $79,464-55.1% | $135,375-73.6% |
| Participation rate | 82.4% | 76.0%+6.3pp | 73.3%+9.0pp | 82.6%-0.3pp |
| Annual return | -6.48% | 977.43%-983.9pp | 718.14%-724.6pp | 519.73%-526.2pp |
| Employer contribution / active EE | $1,240 | $3,068-59.6% | $2,800-55.7% | $4,779-74.0% |
| Participant deferral / active EE | $2,056 | $4,050-49.2% | $3,704-44.5% | $5,609-63.3% |
| Admin fee / account holder | $1,044 | $5,907-82.3% | $5,113-79.6% | $10,827-90.4% |