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 | $17,803 | $190,805-90.7% | $159,960-88.9% | $134,475-86.8% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -16.28% | 552.23%-568.5pp | 408.60%-424.9pp | 417.96%-434.2pp |
| Employer contribution / active EE | $4,377 | $4,995-12.4% | $4,226+3.6% | $4,740-7.7% |
| Participant deferral / active EE | $2,083 | $6,923-69.9% | $6,182-66.3% | $6,400-67.5% |
| Admin fee / account holder | $894 | $10,471-91.5% | $8,698-89.7% | $11,426-92.2% |