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 | $33,100 | $54,350-39.1% | $82,719-60.0% | $68,494-51.7% |
| Participation rate | 83.8% | 63.9%+19.9pp | 72.6%+11.3pp | 67.9%+15.9pp |
| Annual return | -16.66% | -13.67%-3.0pp | 701.18%-717.8pp | -7.84%-8.8pp |
| Employer contribution / active EE | $650 | $2,218-70.7% | $3,009-78.4% | $2,596-74.9% |
| Participant deferral / active EE | $4,637 | $3,246+42.8% | $4,395+5.5% | $4,027+15.1% |
| Admin fee / account holder | $1,102 | $4,395-74.9% | $5,329-79.3% | $5,403-79.6% |