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 | $50,495 | $45,566+10.8% | $64,105-21.2% | $59,632-15.3% |
| Participation rate | 89.7% | 60.2%+29.6pp | 68.2%+21.6pp | 68.7%+21.1pp |
| Annual return | -1.54% | 4.95%-6.5pp | 791.24%-792.8pp | 2041.28%-2042.8pp |
| Employer contribution / active EE | $3,265 | $934+249.5% | $1,820+79.4% | $2,203+48.2% |
| Participant deferral / active EE | $2,463 | $2,057+19.7% | $2,822-12.7% | $3,192-22.8% |
| Admin fee / account holder | $832 | $3,268-74.6% | $4,499-81.5% | $4,297-80.6% |