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 | $216,394 | $97,757+121.4% | $83,848+158.1% | $135,375+59.8% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -3.93% | 1287.37%-1291.3pp | 850.88%-854.8pp | 519.73%-523.7pp |
| Employer contribution / active EE | $1,892 | $4,222-55.2% | $3,631-47.9% | $4,779-60.4% |
| Participant deferral / active EE | $8,436 | $4,682+80.2% | $4,082+106.7% | $5,609+50.4% |
| Admin fee / account holder | $378 | $6,674-94.3% | $5,478-93.1% | $10,827-96.5% |