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 | $42,878 | $97,757-56.1% | $83,848-48.9% | $135,375-68.3% |
| Participation rate | 84.6% | 80.0%+4.7pp | 76.1%+8.5pp | 82.6%+2.0pp |
| Annual return | -3.71% | 1287.37%-1291.1pp | 850.88%-854.6pp | 519.73%-523.4pp |
| Employer contribution / active EE | $1,339 | $4,222-68.3% | $3,631-63.1% | $4,779-72.0% |
| Participant deferral / active EE | $2,727 | $4,682-41.8% | $4,082-33.2% | $5,609-51.4% |
| Admin fee / account holder | $612 | $6,674-90.8% | $5,478-88.8% | $10,827-94.4% |