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 | $54,201 | $135,635-60.0% | $110,238-50.8% | $135,375-60.0% |
| Participation rate | 92.9% | 83.5%+9.4pp | 79.8%+13.0pp | 82.6%+10.2pp |
| Annual return | -6.87% | 513.19%-520.1pp | 314.74%-321.6pp | 519.73%-526.6pp |
| Employer contribution / active EE | $1,499 | $4,906-69.5% | $3,826-60.8% | $4,779-68.6% |
| Participant deferral / active EE | $4,108 | $5,506-25.4% | $4,672-12.1% | $5,609-26.8% |
| Admin fee / account holder | $1,257 | $11,457-89.0% | $8,547-85.3% | $10,827-88.4% |