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 | $41,707 | $54,350-23.3% | $82,719-49.6% | $68,494-39.1% |
| Participation rate | 100.0% | 63.9%+36.1pp | 72.6%+27.4pp | 67.9%+32.1pp |
| Annual return | -18.33% | -13.67%-4.7pp | 701.18%-719.5pp | -7.84%-10.5pp |
| Employer contribution / active EE | $4,382 | $2,218+97.6% | $3,009+45.6% | $2,596+68.8% |
| Participant deferral / active EE | $6,636 | $3,246+104.4% | $4,395+51.0% | $4,027+64.8% |
| Admin fee / account holder | $1,958 | $4,395-55.4% | $5,329-63.3% | $5,403-63.8% |