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 | $55,283 | $45,152+22.4% | $73,843-25.1% | $59,632-7.3% |
| Participation rate | 100.0% | 64.0%+36.0pp | 73.4%+26.6pp | 68.7%+31.3pp |
| Annual return | -0.21% | 27.40%-27.6pp | 2267.84%-2268.0pp | 2041.28%-2041.5pp |
| Employer contribution / active EE | $5,601 | $1,902+194.5% | $2,787+100.9% | $2,203+154.3% |
| Participant deferral / active EE | $12,143 | $2,574+371.8% | $3,583+238.9% | $3,192+280.5% |
| Admin fee / account holder | $8,596 | $3,516+144.5% | $4,880+76.1% | $4,297+100.0% |