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 | $27,244 | $67,331-59.5% | $60,874-55.2% | $134,475-79.7% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | -14.61% | 49.93%-64.5pp | 16.90%-31.5pp | 417.96%-432.6pp |
| Employer contribution / active EE | $1,254 | $3,096-59.5% | $2,701-53.6% | $4,740-73.5% |
| Participant deferral / active EE | $2,974 | $4,538-34.5% | $3,817-22.1% | $6,400-53.5% |
| Admin fee / account holder | $632 | $4,582-86.2% | $3,224-80.4% | $11,426-94.5% |