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 | $18,452 | $97,757-81.1% | $83,848-78.0% | $135,375-86.4% |
| Participation rate | 92.3% | 80.0%+12.4pp | 76.1%+16.2pp | 82.6%+9.7pp |
| Annual return | -9.02% | 1287.37%-1296.4pp | 850.88%-859.9pp | 519.73%-528.8pp |
| Employer contribution / active EE | $1,698 | $4,222-59.8% | $3,631-53.2% | $4,779-64.5% |
| Participant deferral / active EE | $2,041 | $4,682-56.4% | $4,082-50.0% | $5,609-63.6% |
| Admin fee / account holder | $560 | $6,674-91.6% | $5,478-89.8% | $10,827-94.8% |