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 | $24,650 | $90,600-72.8% | $79,464-69.0% | $135,375-81.8% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -7.90% | 977.43%-985.3pp | 718.14%-726.0pp | 519.73%-527.6pp |
| Employer contribution / active EE | $7,207 | $3,068+134.9% | $2,800+157.4% | $4,779+50.8% |
| Participant deferral / active EE | $8,172 | $4,050+101.8% | $3,704+120.6% | $5,609+45.7% |
| Admin fee / account holder | $2,145 | $5,907-63.7% | $5,113-58.0% | $10,827-80.2% |