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 | $49,819 | $90,600-45.0% | $79,464-37.3% | $135,375-63.2% |
| Participation rate | 73.7% | 76.0%-2.4pp | 73.3%+0.3pp | 82.6%-9.0pp |
| Annual return | -8.30% | 977.43%-985.7pp | 718.14%-726.4pp | 519.73%-528.0pp |
| Employer contribution / active EE | $440 | $3,068-85.7% | $2,800-84.3% | $4,779-90.8% |
| Participant deferral / active EE | $2,168 | $4,050-46.5% | $3,704-41.5% | $5,609-61.3% |
| Admin fee / account holder | $1,507 | $5,907-74.5% | $5,113-70.5% | $10,827-86.1% |