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 | $39,480 | $97,757-59.6% | $83,848-52.9% | $135,375-70.8% |
| Participation rate | 84.6% | 80.0%+4.7pp | 76.1%+8.5pp | 82.6%+2.0pp |
| Annual return | -5.64% | 1287.37%-1293.0pp | 850.88%-856.5pp | 519.73%-525.4pp |
| Employer contribution / active EE | $2,181 | $4,222-48.3% | $3,631-39.9% | $4,779-54.4% |
| Participant deferral / active EE | $3,168 | $4,682-32.3% | $4,082-22.4% | $5,609-43.5% |
| Admin fee / account holder | $500 | $6,674-92.5% | $5,478-90.9% | $10,827-95.4% |