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 | $26,895 | $104,106-74.2% | $71,086-62.2% | $135,375-80.1% |
| Participation rate | 75.0% | 65.7%+9.3pp | 54.7%+20.3pp | 82.6%-7.6pp |
| Annual return | -8.94% | 1256.30%-1265.2pp | 650.59%-659.5pp | 519.73%-528.7pp |
| Employer contribution / active EE | $2,848 | $1,485+91.8% | $1,088+161.8% | $4,779-40.4% |
| Participant deferral / active EE | $4,616 | $2,527+82.7% | $1,874+146.3% | $5,609-17.7% |
| Admin fee / account holder | $4,404 | $4,142+6.3% | $3,082+42.9% | $10,827-59.3% |