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 | $31,702 | $95,971-67.0% | $74,550-57.5% | $135,375-76.6% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -3.68% | 56.96%-60.6pp | 32.53%-36.2pp | 519.73%-523.4pp |
| Employer contribution / active EE | $694 | $2,716-74.4% | $1,961-64.6% | $4,779-85.5% |
| Participant deferral / active EE | $2,157 | $3,843-43.9% | $3,108-30.6% | $5,609-61.5% |
| Admin fee / account holder | $1,030 | $6,522-84.2% | $5,060-79.6% | $10,827-90.5% |