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 | $71,872 | $97,757-26.5% | $83,848-14.3% | $135,375-46.9% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -6.63% | 1287.37%-1294.0pp | 850.88%-857.5pp | 519.73%-526.4pp |
| Employer contribution / active EE | $6,906 | $4,222+63.6% | $3,631+90.2% | $4,779+44.5% |
| Participant deferral / active EE | $5,892 | $4,682+25.8% | $4,082+44.4% | $5,609+5.1% |
| Admin fee / account holder | $2,303 | $6,674-65.5% | $5,478-58.0% | $10,827-78.7% |