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 | $63,428 | $97,757-35.1% | $83,848-24.4% | $135,375-53.1% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -7.79% | 1287.37%-1295.2pp | 850.88%-858.7pp | 519.73%-527.5pp |
| Employer contribution / active EE | $15,711 | $4,222+272.2% | $3,631+332.7% | $4,779+228.8% |
| Participant deferral / active EE | $5,214 | $4,682+11.4% | $4,082+27.7% | $5,609-7.0% |
| Admin fee / account holder | $1,679 | $6,674-74.8% | $5,478-69.3% | $10,827-84.5% |