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 | $41,221 | $95,971-57.0% | $74,550-44.7% | $135,375-69.6% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -4.32% | 56.96%-61.3pp | 32.53%-36.8pp | 519.73%-524.1pp |
| Employer contribution / active EE | $747 | $2,716-72.5% | $1,961-61.9% | $4,779-84.4% |
| Participant deferral / active EE | $2,281 | $3,843-40.6% | $3,108-26.6% | $5,609-59.3% |
| Admin fee / account holder | $5,841 | $6,522-10.4% | $5,060+15.4% | $10,827-46.1% |