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 | $54,555 | $95,971-43.2% | $74,550-26.8% | $135,375-59.7% |
| Participation rate | 91.7% | 75.7%+16.0pp | 69.1%+22.5pp | 82.6%+9.0pp |
| Annual return | -3.17% | 56.96%-60.1pp | 32.53%-35.7pp | 519.73%-522.9pp |
| Employer contribution / active EE | $1,106 | $2,716-59.3% | $1,961-43.6% | $4,779-76.9% |
| Participant deferral / active EE | $1,106 | $3,843-71.2% | $3,108-64.4% | $5,609-80.3% |
| Admin fee / account holder | $4,691 | $6,522-28.1% | $5,060-7.3% | $10,827-56.7% |