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 | $43,082 | $97,757-55.9% | $83,848-48.6% | $135,375-68.2% |
| Participation rate | 75.0% | 80.0%-5.0pp | 76.1%-1.1pp | 82.6%-7.6pp |
| Annual return | -9.47% | 1287.37%-1296.8pp | 850.88%-860.3pp | 519.73%-529.2pp |
| Employer contribution / active EE | $2,605 | $4,222-38.3% | $3,631-28.3% | $4,779-45.5% |
| Participant deferral / active EE | $12,414 | $4,682+165.1% | $4,082+204.1% | $5,609+121.3% |
| Admin fee / account holder | $647 | $6,674-90.3% | $5,478-88.2% | $10,827-94.0% |