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 | $20,382 | $90,600-77.5% | $79,464-74.4% | $135,375-84.9% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -4.68% | 977.43%-982.1pp | 718.14%-722.8pp | 519.73%-524.4pp |
| Employer contribution / active EE | $2,567 | $3,068-16.3% | $2,800-8.3% | $4,779-46.3% |
| Participant deferral / active EE | $8,181 | $4,050+102.0% | $3,704+120.9% | $5,609+45.9% |
| Admin fee / account holder | $3,158 | $5,907-46.5% | $5,113-38.2% | $10,827-70.8% |