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 | $28,745 | $92,703-69.0% | $82,719-65.2% | $134,475-78.6% |
| Participation rate | 85.7% | 75.2%+10.5pp | 72.6%+13.2pp | 81.2%+4.5pp |
| Annual return | -6.06% | 944.92%-951.0pp | 701.18%-707.2pp | 417.96%-424.0pp |
| Employer contribution / active EE | $1,117 | $3,274-65.9% | $3,009-62.9% | $4,740-76.4% |
| Participant deferral / active EE | $2,948 | $4,802-38.6% | $4,395-32.9% | $6,400-53.9% |
| Admin fee / account holder | $623 | $5,983-89.6% | $5,329-88.3% | $11,426-94.5% |