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 | $40,848 | $54,350-24.8% | $82,719-50.6% | $68,494-40.4% |
| Participation rate | 97.2% | 63.9%+33.3pp | 72.6%+24.7pp | 67.9%+29.3pp |
| Annual return | -14.41% | -13.67%-0.7pp | 701.18%-715.6pp | -7.84%-6.6pp |
| Employer contribution / active EE | $3,451 | $2,218+55.6% | $3,009+14.7% | $2,596+32.9% |
| Participant deferral / active EE | $1,496 | $3,246-53.9% | $4,395-66.0% | $4,027-62.8% |
| Admin fee / account holder | $1,783 | $4,395-59.4% | $5,329-66.5% | $5,403-67.0% |