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 | $81,891 | $90,600-9.6% | $79,464+3.1% | $135,375-39.5% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -7.60% | 977.43%-985.0pp | 718.14%-725.7pp | 519.73%-527.3pp |
| Employer contribution / active EE | $2,319 | $3,068-24.4% | $2,800-17.2% | $4,779-51.5% |
| Participant deferral / active EE | $14,679 | $4,050+262.4% | $3,704+296.3% | $5,609+161.7% |
| Admin fee / account holder | $560 | $5,907-90.5% | $5,113-89.0% | $10,827-94.8% |