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 | $30,428 | $97,757-68.9% | $83,848-63.7% | $135,375-77.5% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -2.87% | 1287.37%-1290.2pp | 850.88%-853.7pp | 519.73%-522.6pp |
| Employer contribution / active EE | $1,365 | $4,222-67.7% | $3,631-62.4% | $4,779-71.4% |
| Participant deferral / active EE | $5,881 | $4,682+25.6% | $4,082+44.1% | $5,609+4.9% |
| Admin fee / account holder | $308 | $6,674-95.4% | $5,478-94.4% | $10,827-97.2% |