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 | $58,027 | $138,044-58.0% | $125,339-53.7% | $134,475-56.8% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -14.11% | 750.33%-764.4pp | 572.05%-586.2pp | 417.96%-432.1pp |
| Employer contribution / active EE | $2,595 | $5,243-50.5% | $4,814-46.1% | $4,740-45.3% |
| Participant deferral / active EE | $5,931 | $7,799-23.9% | $7,446-20.4% | $6,400-7.3% |
| Admin fee / account holder | $590 | $11,571-94.9% | $10,010-94.1% | $11,426-94.8% |