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 | $88,309 | $97,757-9.7% | $83,848+5.3% | $135,375-34.8% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -9.27% | 1287.37%-1296.6pp | 850.88%-860.1pp | 519.73%-529.0pp |
| Employer contribution / active EE | $2,789 | $4,222-33.9% | $3,631-23.2% | $4,779-41.6% |
| Participant deferral / active EE | $4,086 | $4,682-12.7% | $4,082+0.1% | $5,609-27.1% |
| Admin fee / account holder | $2,808 | $6,674-57.9% | $5,478-48.7% | $10,827-74.1% |