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 | $52,331 | $88,594-40.9% | $70,092-25.3% | $134,475-61.1% |
| Participation rate | 91.7% | 74.9%+16.7pp | 70.5%+21.2pp | 81.2%+10.4pp |
| Annual return | -18.37% | 442.67%-461.0pp | 190.73%-209.1pp | 417.96%-436.3pp |
| Employer contribution / active EE | $1,043 | $3,233-67.7% | $2,559-59.2% | $4,740-78.0% |
| Participant deferral / active EE | $3,309 | $4,772-30.7% | $3,849-14.0% | $6,400-48.3% |
| Admin fee / account holder | $1,359 | $10,441-87.0% | $6,267-78.3% | $11,426-88.1% |