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 | $55,426 | $138,065-59.9% | $123,544-55.1% | $135,375-59.1% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -0.08% | 153.68%-153.8pp | 119.20%-119.3pp | 519.73%-519.8pp |
| Employer contribution / active EE | $12,322 | $5,151+139.2% | $4,628+166.3% | $4,779+157.8% |
| Participant deferral / active EE | $7,177 | $6,799+5.6% | $6,426+11.7% | $5,609+28.0% |
| Admin fee / account holder | $744 | $10,916-93.2% | $9,284-92.0% | $10,827-93.1% |