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 | $26,370 | $82,664-68.1% | $125,339-79.0% | $68,494-61.5% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | 71.60% | -5.97%+77.6pp | 572.05%-500.4pp | -7.84%+79.4pp |
| Employer contribution / active EE | $1,618 | $3,381-52.1% | $4,814-66.4% | $2,596-37.7% |
| Participant deferral / active EE | $2,868 | $6,110-53.1% | $7,446-61.5% | $4,027-28.8% |
| Admin fee / account holder | $30,875 | $6,275+392.0% | $10,010+208.5% | $5,403+471.5% |