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 5-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 | $31,363 | $106,543-70.6% | $91,220-65.6% | $134,475-76.7% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.2%+26.8pp | 81.2%+18.8pp |
| Annual return | -14.57% | 160.60%-175.2pp | 114.01%-128.6pp | 417.96%-432.5pp |
| Employer contribution / active EE | $9,069 | $3,331+172.3% | $2,850+218.2% | $4,740+91.3% |
| Participant deferral / active EE | $6,418 | $4,719+36.0% | $4,234+51.6% | $6,400+0.3% |
| Admin fee / account holder | $443 | $6,231-92.9% | $5,420-91.8% | $11,426-96.1% |