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 | $83,379 | $147,727-43.6% | $115,756-28.0% | $134,475-38.0% |
| Participation rate | 100.0% | 80.4%+19.6pp | 77.1%+22.9pp | 81.2%+18.8pp |
| Annual return | -16.05% | 73.96%-90.0pp | 143.14%-159.2pp | 417.96%-434.0pp |
| Employer contribution / active EE | $4,312 | $4,713-8.5% | $3,793+13.7% | $4,740-9.0% |
| Participant deferral / active EE | $13,713 | $7,563+81.3% | $6,254+119.3% | $6,400+114.3% |
| Admin fee / account holder | $503 | $14,571-96.5% | $8,124-93.8% | $11,426-95.6% |