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 | $59,980 | $90,600-33.8% | $79,464-24.5% | $135,375-55.7% |
| Participation rate | 89.5% | 76.0%+13.4pp | 73.3%+16.1pp | 82.6%+6.8pp |
| Annual return | -7.11% | 977.43%-984.5pp | 718.14%-725.3pp | 519.73%-526.8pp |
| Employer contribution / active EE | $2,031 | $3,068-33.8% | $2,800-27.5% | $4,779-57.5% |
| Participant deferral / active EE | $5,058 | $4,050+24.9% | $3,704+36.6% | $5,609-9.8% |
| Admin fee / account holder | $388 | $5,907-93.4% | $5,113-92.4% | $10,827-96.4% |