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 | $68,467 | $92,703-26.1% | $82,719-17.2% | $134,475-49.1% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -10.47% | 944.92%-955.4pp | 701.18%-711.7pp | 417.96%-428.4pp |
| Employer contribution / active EE | $4,765 | $3,274+45.5% | $3,009+58.4% | $4,740+0.5% |
| Participant deferral / active EE | $5,851 | $4,802+21.9% | $4,395+33.1% | $6,400-8.6% |
| Admin fee / account holder | $561 | $5,983-90.6% | $5,329-89.5% | $11,426-95.1% |