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 | $38,070 | $99,640-61.8% | $86,436-56.0% | $134,475-71.7% |
| Participation rate | 89.5% | 82.0%+7.4pp | 80.3%+9.2pp | 81.2%+8.3pp |
| Annual return | -16.43% | 6782.58%-6799.0pp | 4394.89%-4411.3pp | 417.96%-434.4pp |
| Employer contribution / active EE | $2,445 | $4,400-44.4% | $3,769-35.1% | $4,740-48.4% |
| Participant deferral / active EE | $3,516 | $7,246-51.5% | $6,952-49.4% | $6,400-45.1% |
| Admin fee / account holder | $546 | $8,371-93.5% | $6,731-91.9% | $11,426-95.2% |