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 4-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 | $21,583 | $190,805-88.7% | $159,960-86.5% | $134,475-83.9% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -15.40% | 552.23%-567.6pp | 408.60%-424.0pp | 417.96%-433.4pp |
| Employer contribution / active EE | $6,240 | $4,995+24.9% | $4,226+47.7% | $4,740+31.6% |
| Participant deferral / active EE | $4,444 | $6,923-35.8% | $6,182-28.1% | $6,400-30.6% |
| Admin fee / account holder | $1,050 | $10,471-90.0% | $8,698-87.9% | $11,426-90.8% |