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 | $99,733 | $99,640+0.1% | $86,436+15.4% | $134,475-25.8% |
| Participation rate | 80.0% | 82.0%-2.0pp | 80.3%-0.3pp | 81.2%-1.2pp |
| Annual return | -17.23% | 6782.58%-6799.8pp | 4394.89%-4412.1pp | 417.96%-435.2pp |
| Employer contribution / active EE | $0 | $4,400-100.0% | $3,769-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $5,900 | $7,246-18.6% | $6,952-15.1% | $6,400-7.8% |
| Admin fee / account holder | $45,128 | $8,371+439.1% | $6,731+570.5% | $11,426+295.0% |