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 | $64,535 | $95,971-32.8% | $74,550-13.4% | $135,375-52.3% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -7.24% | 56.96%-64.2pp | 32.53%-39.8pp | 519.73%-527.0pp |
| Employer contribution / active EE | $5,210 | $2,716+91.8% | $1,961+165.7% | $4,779+9.0% |
| Participant deferral / active EE | $5,013 | $3,843+30.4% | $3,108+61.3% | $5,609-10.6% |
| Admin fee / account holder | $1,091 | $6,522-83.3% | $5,060-78.4% | $10,827-89.9% |