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 | $43,729 | $88,594-50.6% | $70,092-37.6% | $134,475-67.5% |
| Participation rate | 77.8% | 74.9%+2.8pp | 70.5%+7.3pp | 81.2%-3.4pp |
| Annual return | -13.75% | 442.67%-456.4pp | 190.73%-204.5pp | 417.96%-431.7pp |
| Employer contribution / active EE | $1,117 | $3,233-65.4% | $2,559-56.3% | $4,740-76.4% |
| Participant deferral / active EE | $5,726 | $4,772+20.0% | $3,849+48.8% | $6,400-10.5% |
| Admin fee / account holder | $368 | $10,441-96.5% | $6,267-94.1% | $11,426-96.8% |