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 | $48,195 | $97,757-50.7% | $83,848-42.5% | $135,375-64.4% |
| Participation rate | 90.5% | 80.0%+10.5pp | 76.1%+14.3pp | 82.6%+7.8pp |
| Annual return | -7.56% | 1287.37%-1294.9pp | 850.88%-858.4pp | 519.73%-527.3pp |
| Employer contribution / active EE | $2,713 | $4,222-35.7% | $3,631-25.3% | $4,779-43.2% |
| Participant deferral / active EE | $4,092 | $4,682-12.6% | $4,082+0.3% | $5,609-27.0% |
| Admin fee / account holder | $448 | $6,674-93.3% | $5,478-91.8% | $10,827-95.9% |