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 | $57,173 | $106,543-46.3% | $91,220-37.3% | $134,475-57.5% |
| Participation rate | 78.6% | 76.8%+1.8pp | 73.2%+5.4pp | 81.2%-2.7pp |
| Annual return | -15.61% | 160.60%-176.2pp | 114.01%-129.6pp | 417.96%-433.6pp |
| Employer contribution / active EE | $938 | $3,331-71.8% | $2,850-67.1% | $4,740-80.2% |
| Participant deferral / active EE | $5,626 | $4,719+19.2% | $4,234+32.9% | $6,400-12.1% |
| Admin fee / account holder | $888 | $6,231-85.7% | $5,420-83.6% | $11,426-92.2% |