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 | $50,666 | $54,350-6.8% | $82,719-38.7% | $68,494-26.0% |
| Participation rate | 79.3% | 63.9%+15.4pp | 72.6%+6.8pp | 67.9%+11.4pp |
| Annual return | -14.87% | -13.67%-1.2pp | 701.18%-716.0pp | -7.84%-7.0pp |
| Employer contribution / active EE | $645 | $2,218-70.9% | $3,009-78.6% | $2,596-75.2% |
| Participant deferral / active EE | $1,612 | $3,246-50.3% | $4,395-63.3% | $4,027-60.0% |
| Admin fee / account holder | $6,182 | $4,395+40.7% | $5,329+16.0% | $5,403+14.4% |