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 | $77,893 | $97,757-20.3% | $83,848-7.1% | $135,375-42.5% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -4.06% | 1287.37%-1291.4pp | 850.88%-854.9pp | 519.73%-523.8pp |
| Employer contribution / active EE | $1,855 | $4,222-56.1% | $3,631-48.9% | $4,779-61.2% |
| Participant deferral / active EE | $5,569 | $4,682+18.9% | $4,082+36.4% | $5,609-0.7% |
| Admin fee / account holder | $399 | $6,674-94.0% | $5,478-92.7% | $10,827-96.3% |