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 | $34,764 | $104,106-66.6% | $71,086-51.1% | $135,375-74.3% |
| Participation rate | 100.0% | 65.7%+34.3pp | 54.7%+45.3pp | 82.6%+17.4pp |
| Annual return | -9.73% | 1256.30%-1266.0pp | 650.59%-660.3pp | 519.73%-529.5pp |
| Employer contribution / active EE | $1,981 | $1,485+33.4% | $1,088+82.1% | $4,779-58.6% |
| Participant deferral / active EE | $937 | $2,527-62.9% | $1,874-50.0% | $5,609-83.3% |
| Admin fee / account holder | $431 | $4,142-89.6% | $3,082-86.0% | $10,827-96.0% |