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 | $24,100 | $39,798-39.4% | $67,711-64.4% | $59,632-59.6% |
| Participation rate | 75.6% | 57.4%+18.3pp | 67.5%+8.1pp | 68.7%+6.9pp |
| Annual return | -1.58% | 89.94%-91.5pp | 25.41%-27.0pp | 2041.28%-2042.9pp |
| Employer contribution / active EE | $668 | $1,393-52.0% | $2,559-73.9% | $2,203-69.7% |
| Participant deferral / active EE | $2,994 | $2,335+28.2% | $3,585-16.5% | $3,192-6.2% |
| Admin fee / account holder | $2,224 | $3,212-30.8% | $4,255-47.7% | $4,297-48.2% |