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 | $16,923 | $106,543-84.1% | $91,220-81.4% | $134,475-87.4% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.2%+26.8pp | 81.2%+18.8pp |
| Annual return | -20.80% | 160.60%-181.4pp | 114.01%-134.8pp | 417.96%-438.8pp |
| Employer contribution / active EE | $2,528 | $3,331-24.1% | $2,850-11.3% | $4,740-46.7% |
| Participant deferral / active EE | $2,279 | $4,719-51.7% | $4,234-46.2% | $6,400-64.4% |
| Admin fee / account holder | $1,409 | $6,231-77.4% | $5,420-74.0% | $11,426-87.7% |