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 | $33,635 | $90,600-62.9% | $79,464-57.7% | $135,375-75.2% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -4.70% | 977.43%-982.1pp | 718.14%-722.8pp | 519.73%-524.4pp |
| Employer contribution / active EE | $4,072 | $3,068+32.7% | $2,800+45.4% | $4,779-14.8% |
| Participant deferral / active EE | $5,398 | $4,050+33.3% | $3,704+45.7% | $5,609-3.8% |
| Admin fee / account holder | $10,879 | $5,907+84.2% | $5,113+112.8% | $10,827+0.5% |