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 | $22,080 | $84,402-73.8% | $61,373-64.0% | $134,475-83.6% |
| Participation rate | 87.5% | 62.2%+25.3pp | 52.6%+34.9pp | 81.2%+6.3pp |
| Annual return | -15.74% | 584.55%-600.3pp | 338.61%-354.3pp | 417.96%-433.7pp |
| Employer contribution / active EE | $1,464 | $1,544-5.2% | $1,159+26.2% | $4,740-69.1% |
| Participant deferral / active EE | $4,680 | $2,819+66.0% | $2,125+120.2% | $6,400-26.9% |
| Admin fee / account holder | $2,083 | $2,585-19.4% | $2,130-2.2% | $11,426-81.8% |