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 | $120,669 | $138,065-12.6% | $123,544-2.3% | $135,375-10.9% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -7.34% | 153.68%-161.0pp | 119.20%-126.5pp | 519.73%-527.1pp |
| Employer contribution / active EE | $2,823 | $5,151-45.2% | $4,628-39.0% | $4,779-40.9% |
| Participant deferral / active EE | $7,006 | $6,799+3.0% | $6,426+9.0% | $5,609+24.9% |
| Admin fee / account holder | $494 | $10,916-95.5% | $9,284-94.7% | $10,827-95.4% |