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 | $45,318 | $97,757-53.6% | $83,848-46.0% | $135,375-66.5% |
| Participation rate | 76.9% | 80.0%-3.0pp | 76.1%+0.8pp | 82.6%-5.7pp |
| Annual return | -8.97% | 1287.37%-1296.3pp | 850.88%-859.8pp | 519.73%-528.7pp |
| Employer contribution / active EE | $2,379 | $4,222-43.6% | $3,631-34.5% | $4,779-50.2% |
| Participant deferral / active EE | $6,467 | $4,682+38.1% | $4,082+58.4% | $5,609+15.3% |
| Admin fee / account holder | $2,038 | $6,674-69.5% | $5,478-62.8% | $10,827-81.2% |