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 | $83,118 | $88,594-6.2% | $70,092+18.6% | $134,475-38.2% |
| Participation rate | 100.0% | 74.9%+25.1pp | 70.5%+29.5pp | 81.2%+18.8pp |
| Annual return | -9.71% | 442.67%-452.4pp | 190.73%-200.4pp | 417.96%-427.7pp |
| Employer contribution / active EE | $10,504 | $3,233+224.9% | $2,559+310.5% | $4,740+121.6% |
| Participant deferral / active EE | $13,931 | $4,772+191.9% | $3,849+262.0% | $6,400+117.7% |
| Admin fee / account holder | $581 | $10,441-94.4% | $6,267-90.7% | $11,426-94.9% |