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 | $74,370 | $48,274+54.1% | $63,517+17.1% | $59,632+24.7% |
| Participation rate | 91.9% | 66.3%+25.5pp | 71.0%+20.8pp | 68.7%+23.2pp |
| Annual return | -1.93% | -240.79%+238.9pp | -70.30%+68.4pp | 2041.28%-2043.2pp |
| Employer contribution / active EE | $997 | $1,586-37.1% | $2,322-57.1% | $2,203-54.7% |
| Participant deferral / active EE | $2,618 | $2,343+11.8% | $2,953-11.3% | $3,192-18.0% |
| Admin fee / account holder | $1,792 | $3,600-50.2% | $5,892-69.6% | $4,297-58.3% |