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 | $49,570 | $138,065-64.1% | $123,544-59.9% | $135,375-63.4% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -0.62% | 153.68%-154.3pp | 119.20%-119.8pp | 519.73%-520.4pp |
| Employer contribution / active EE | $3,244 | $5,151-37.0% | $4,628-29.9% | $4,779-32.1% |
| Participant deferral / active EE | $5,835 | $6,799-14.2% | $6,426-9.2% | $5,609+4.0% |
| Admin fee / account holder | $508 | $10,916-95.3% | $9,284-94.5% | $10,827-95.3% |