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 | $115,013 | $138,065-16.7% | $123,544-6.9% | $135,375-15.0% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -3.79% | 153.68%-157.5pp | 119.20%-123.0pp | 519.73%-523.5pp |
| Employer contribution / active EE | $4,276 | $5,151-17.0% | $4,628-7.6% | $4,779-10.5% |
| Participant deferral / active EE | $7,664 | $6,799+12.7% | $6,426+19.3% | $5,609+36.7% |
| Admin fee / account holder | $38,153 | $10,916+249.5% | $9,284+311.0% | $10,827+252.4% |