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 | $28,322 | $92,703-69.4% | $82,719-65.8% | $134,475-78.9% |
| Participation rate | 88.2% | 75.2%+13.0pp | 72.6%+15.7pp | 81.2%+7.0pp |
| Annual return | -0.98% | 944.92%-945.9pp | 701.18%-702.2pp | 417.96%-418.9pp |
| Employer contribution / active EE | $3,923 | $3,274+19.8% | $3,009+30.4% | $4,740-17.2% |
| Participant deferral / active EE | $3,438 | $4,802-28.4% | $4,395-21.8% | $6,400-46.3% |
| Admin fee / account holder | $1,956 | $5,983-67.3% | $5,329-63.3% | $11,426-82.9% |