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 | $42,591 | $102,966-58.6% | $90,281-52.8% | $152,861-72.1% |
| Participation rate | 71.4% | 75.9%-4.4pp | 73.3%-1.8pp | 82.4%-11.0pp |
| Annual return | 0.00% | 95.16%-95.2pp | 78.10%-78.1pp | 345.32%-345.3pp |
| Employer contribution / active EE | $2,944 | $3,139-6.2% | $2,854+3.2% | $4,762-38.2% |
| Participant deferral / active EE | $4,618 | $4,281+7.9% | $3,885+18.9% | $5,850-21.1% |
| Admin fee / account holder | $2,199 | $6,171-64.4% | $5,351-58.9% | $11,596-81.0% |