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 | $48,271 | $54,350-11.2% | $82,719-41.6% | $68,494-29.5% |
| Participation rate | 97.4% | 63.9%+33.5pp | 72.6%+24.9pp | 67.9%+29.5pp |
| Annual return | -15.67% | -13.67%-2.0pp | 701.18%-716.8pp | -7.84%-7.8pp |
| Employer contribution / active EE | $2,367 | $2,218+6.7% | $3,009-21.3% | $2,596-8.8% |
| Participant deferral / active EE | $6,075 | $3,246+87.2% | $4,395+38.2% | $4,027+50.9% |
| Admin fee / account holder | $1,576 | $4,395-64.2% | $5,329-70.4% | $5,403-70.8% |