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 | $29,715 | $84,402-64.8% | $61,373-51.6% | $134,475-77.9% |
| Participation rate | 100.0% | 62.2%+37.8pp | 52.6%+47.4pp | 81.2%+18.8pp |
| Annual return | -12.68% | 584.55%-597.2pp | 338.61%-351.3pp | 417.96%-430.6pp |
| Employer contribution / active EE | $521 | $1,544-66.3% | $1,159-55.1% | $4,740-89.0% |
| Participant deferral / active EE | $3,231 | $2,819+14.6% | $2,125+52.0% | $6,400-49.5% |
| Admin fee / account holder | $352 | $2,585-86.4% | $2,130-83.5% | $11,426-96.9% |