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 | $31,422 | $92,703-66.1% | $82,719-62.0% | $134,475-76.6% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -8.67% | 944.92%-953.6pp | 701.18%-709.9pp | 417.96%-426.6pp |
| Employer contribution / active EE | $5,611 | $3,274+71.4% | $3,009+86.5% | $4,740+18.4% |
| Participant deferral / active EE | $3,404 | $4,802-29.1% | $4,395-22.6% | $6,400-46.8% |
| Admin fee / account holder | $5,338 | $5,983-10.8% | $5,329+0.2% | $11,426-53.3% |