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 | $31,016 | $106,543-70.9% | $91,220-66.0% | $134,475-76.9% |
| Participation rate | 71.4% | 76.8%-5.4pp | 73.2%-1.8pp | 81.2%-9.8pp |
| Annual return | -14.59% | 160.60%-175.2pp | 114.01%-128.6pp | 417.96%-432.6pp |
| Employer contribution / active EE | $1,411 | $3,331-57.6% | $2,850-50.5% | $4,740-70.2% |
| Participant deferral / active EE | $3,836 | $4,719-18.7% | $4,234-9.4% | $6,400-40.1% |
| Admin fee / account holder | $2,099 | $6,231-66.3% | $5,420-61.3% | $11,426-81.6% |