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 7-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 | $12,812 | $92,703-86.2% | $82,719-84.5% | $134,475-90.5% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -19.21% | 944.92%-964.1pp | 701.18%-720.4pp | 417.96%-437.2pp |
| Employer contribution / active EE | $2,681 | $3,274-18.1% | $3,009-10.9% | $4,740-43.4% |
| Participant deferral / active EE | $3,958 | $4,802-17.6% | $4,395-9.9% | $6,400-38.2% |
| Admin fee / account holder | $546 | $5,983-90.9% | $5,329-89.8% | $11,426-95.2% |