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 | $32,643 | $197,825-83.5% | $155,790-79.0% | $125,391-74.0% |
| Participation rate | 100.0% | 82.1%+17.9pp | 76.1%+23.9pp | 83.2%+16.8pp |
| Annual return | -0.41% | 86.74%-87.1pp | 71.54%-72.0pp | 282.22%-282.6pp |
| Employer contribution / active EE | $1,557 | $4,847-67.9% | $3,836-59.4% | $4,866-68.0% |
| Participant deferral / active EE | $1,780 | $5,630-68.4% | $4,797-62.9% | $5,352-66.7% |
| Admin fee / account holder | $1,725 | $9,545-81.9% | $7,478-76.9% | $9,540-81.9% |