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 | $62,836 | $92,703-32.2% | $82,719-24.0% | $134,475-53.3% |
| Participation rate | 80.0% | 75.2%+4.8pp | 72.6%+7.4pp | 81.2%-1.2pp |
| Annual return | -17.07% | 944.92%-962.0pp | 701.18%-718.2pp | 417.96%-435.0pp |
| Employer contribution / active EE | $1,059 | $3,274-67.6% | $3,009-64.8% | $4,740-77.6% |
| Participant deferral / active EE | $1,645 | $4,802-65.8% | $4,395-62.6% | $6,400-74.3% |
| Admin fee / account holder | $2,895 | $5,983-51.6% | $5,329-45.7% | $11,426-74.7% |