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 4-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 | $23,463 | $190,805-87.7% | $159,960-85.3% | $134,475-82.6% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -19.80% | 552.23%-572.0pp | 408.60%-428.4pp | 417.96%-437.8pp |
| Employer contribution / active EE | $2,544 | $4,995-49.1% | $4,226-39.8% | $4,740-46.3% |
| Participant deferral / active EE | $6,344 | $6,923-8.4% | $6,182+2.6% | $6,400-0.9% |
| Admin fee / account holder | $474 | $10,471-95.5% | $8,698-94.5% | $11,426-95.8% |