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 | $29,970 | $57,354-47.7% | $83,848-64.3% | $64,186-53.3% |
| Participation rate | 100.0% | 68.6%+31.4pp | 76.1%+23.9pp | 69.6%+30.4pp |
| Annual return | -8.34% | 11.38%-19.7pp | 850.88%-859.2pp | 7.63%-16.0pp |
| Employer contribution / active EE | $5,207 | $2,545+104.6% | $3,631+43.4% | $2,381+118.7% |
| Participant deferral / active EE | $2,126 | $2,993-29.0% | $4,082-47.9% | $3,470-38.7% |
| Admin fee / account holder | $1,205 | $4,046-70.2% | $5,478-78.0% | $4,888-75.4% |