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 | $36,777 | $27,641+33.1% | $61,373-40.1% | $68,494-46.3% |
| Participation rate | 77.6% | 39.5%+38.1pp | 52.6%+25.0pp | 67.9%+9.7pp |
| Annual return | -12.31% | -13.24%+0.9pp | 338.61%-350.9pp | -7.84%-4.5pp |
| Employer contribution / active EE | $0 | $695-100.0% | $1,159-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,399 | $1,263+89.9% | $2,125+12.9% | $4,027-40.4% |
| Admin fee / account holder | $1,164 | $2,010-42.1% | $2,130-45.4% | $5,403-78.5% |