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 | $31,835 | $97,757-67.4% | $83,848-62.0% | $135,375-76.5% |
| Participation rate | 78.6% | 80.0%-1.4pp | 76.1%+2.4pp | 82.6%-4.1pp |
| Annual return | -6.71% | 1287.37%-1294.1pp | 850.88%-857.6pp | 519.73%-526.4pp |
| Employer contribution / active EE | $1,894 | $4,222-55.1% | $3,631-47.8% | $4,779-60.4% |
| Participant deferral / active EE | $2,367 | $4,682-49.4% | $4,082-42.0% | $5,609-57.8% |
| Admin fee / account holder | $1,212 | $6,674-81.8% | $5,478-77.9% | $10,827-88.8% |