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 | $39,566 | $99,640-60.3% | $86,436-54.2% | $134,475-70.6% |
| Participation rate | 100.0% | 82.0%+18.0pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -17.12% | 6782.58%-6799.7pp | 4394.89%-4412.0pp | 417.96%-435.1pp |
| Employer contribution / active EE | $4,441 | $4,400+0.9% | $3,769+17.8% | $4,740-6.3% |
| Participant deferral / active EE | $7,775 | $7,246+7.3% | $6,952+11.8% | $6,400+21.5% |
| Admin fee / account holder | $2,917 | $8,371-65.2% | $6,731-56.7% | $11,426-74.5% |