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 | $30,732 | $54,350-43.5% | $82,719-62.8% | $68,494-55.1% |
| Participation rate | 78.6% | 63.9%+14.7pp | 72.6%+6.0pp | 67.9%+10.7pp |
| Annual return | -17.66% | -13.67%-4.0pp | 701.18%-718.8pp | -7.84%-9.8pp |
| Employer contribution / active EE | $2,869 | $2,218+29.4% | $3,009-4.6% | $2,596+10.5% |
| Participant deferral / active EE | $5,453 | $3,246+68.0% | $4,395+24.1% | $4,027+35.4% |
| Admin fee / account holder | $2,315 | $4,395-47.3% | $5,329-56.6% | $5,403-57.1% |