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 | $51,934 | $92,703-44.0% | $82,719-37.2% | $134,475-61.4% |
| Participation rate | 83.3% | 75.2%+8.1pp | 72.6%+10.8pp | 81.2%+2.1pp |
| Annual return | -16.57% | 944.92%-961.5pp | 701.18%-717.7pp | 417.96%-434.5pp |
| Employer contribution / active EE | $2,041 | $3,274-37.7% | $3,009-32.2% | $4,740-56.9% |
| Participant deferral / active EE | $2,671 | $4,802-44.4% | $4,395-39.2% | $6,400-58.3% |
| Admin fee / account holder | $369 | $5,983-93.8% | $5,329-93.1% | $11,426-96.8% |