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 | $47,266 | $48,274-2.1% | $63,517-25.6% | $59,632-20.7% |
| Participation rate | 82.7% | 66.3%+16.4pp | 71.0%+11.7pp | 68.7%+14.0pp |
| Annual return | -0.84% | -240.79%+240.0pp | -70.30%+69.5pp | 2041.28%-2042.1pp |
| Employer contribution / active EE | $980 | $1,586-38.2% | $2,322-57.8% | $2,203-55.5% |
| Participant deferral / active EE | $3,857 | $2,343+64.6% | $2,953+30.6% | $3,192+20.8% |
| Admin fee / account holder | $2,638 | $3,600-26.7% | $5,892-55.2% | $4,297-38.6% |