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 6-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 | $40,240 | $54,350-26.0% | $82,719-51.4% | $68,494-41.3% |
| Participation rate | 91.8% | 63.9%+27.9pp | 72.6%+19.3pp | 67.9%+23.9pp |
| Annual return | -5.37% | -13.67%+8.3pp | 701.18%-706.5pp | -7.84%+2.5pp |
| Employer contribution / active EE | $12,333 | $2,218+456.0% | $3,009+309.9% | $2,596+375.0% |
| Participant deferral / active EE | $3,552 | $3,246+9.4% | $4,395-19.2% | $4,027-11.8% |
| Admin fee / account holder | $1,702 | $4,395-61.3% | $5,329-68.1% | $5,403-68.5% |