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 | $42,234 | $104,106-59.4% | $71,086-40.6% | $135,375-68.8% |
| Participation rate | 100.0% | 65.7%+34.3pp | 54.7%+45.3pp | 82.6%+17.4pp |
| Annual return | -7.05% | 1256.30%-1263.3pp | 650.59%-657.6pp | 519.73%-526.8pp |
| Employer contribution / active EE | $3,159 | $1,485+112.7% | $1,088+190.4% | $4,779-33.9% |
| Participant deferral / active EE | $6,660 | $2,527+163.5% | $1,874+255.3% | $5,609+18.7% |
| Admin fee / account holder | $3,922 | $4,142-5.3% | $3,082+27.2% | $10,827-63.8% |