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 | $20,548 | $55,449-62.9% | $83,848-75.5% | $56,287-63.5% |
| Participation rate | 98.2% | 68.0%+30.2pp | 76.1%+22.0pp | 69.9%+28.3pp |
| Annual return | -5.33% | -1.38%-3.9pp | 850.88%-856.2pp | -9.96%+4.6pp |
| Employer contribution / active EE | $1,949 | $2,430-19.8% | $3,631-46.3% | $2,111-7.7% |
| Participant deferral / active EE | $3,458 | $2,935+17.8% | $4,082-15.3% | $3,350+3.2% |
| Admin fee / account holder | $1,723 | $656+162.6% | $5,478-68.5% | $521+230.7% |