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 | $109,466 | $95,971+14.1% | $74,550+46.8% | $135,375-19.1% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -7.16% | 56.96%-64.1pp | 32.53%-39.7pp | 519.73%-526.9pp |
| Employer contribution / active EE | $9,530 | $2,716+250.9% | $1,961+386.0% | $4,779+99.4% |
| Participant deferral / active EE | $3,509 | $3,843-8.7% | $3,108+12.9% | $5,609-37.4% |
| Admin fee / account holder | $786 | $6,522-88.0% | $5,060-84.5% | $10,827-92.7% |