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 | $37,844 | $92,703-59.2% | $82,719-54.3% | $134,475-71.9% |
| Participation rate | 81.8% | 75.2%+6.6pp | 72.6%+9.3pp | 81.2%+0.6pp |
| Annual return | -9.47% | 944.92%-954.4pp | 701.18%-710.6pp | 417.96%-427.4pp |
| Employer contribution / active EE | $3,410 | $3,274+4.2% | $3,009+13.3% | $4,740-28.1% |
| Participant deferral / active EE | $7,084 | $4,802+47.5% | $4,395+61.2% | $6,400+10.7% |
| Admin fee / account holder | $619 | $5,983-89.7% | $5,329-88.4% | $11,426-94.6% |