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 | $91,317 | $99,640-8.4% | $86,436+5.6% | $134,475-32.1% |
| Participation rate | 100.0% | 82.0%+18.0pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -5.24% | 6782.58%-6787.8pp | 4394.89%-4400.1pp | 417.96%-423.2pp |
| Employer contribution / active EE | $13,890 | $4,400+215.7% | $3,769+268.6% | $4,740+193.1% |
| Participant deferral / active EE | $4,907 | $7,246-32.3% | $6,952-29.4% | $6,400-23.3% |
| Admin fee / account holder | $372 | $8,371-95.6% | $6,731-94.5% | $11,426-96.7% |