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 | $44,112 | $97,757-54.9% | $83,848-47.4% | $135,375-67.4% |
| Participation rate | 95.2% | 80.0%+15.3pp | 76.1%+19.1pp | 82.6%+12.6pp |
| Annual return | -9.28% | 1287.37%-1296.6pp | 850.88%-860.2pp | 519.73%-529.0pp |
| Employer contribution / active EE | $4,604 | $4,222+9.1% | $3,631+26.8% | $4,779-3.7% |
| Participant deferral / active EE | $7,606 | $4,682+62.4% | $4,082+86.3% | $5,609+35.6% |
| Admin fee / account holder | $1,558 | $6,674-76.7% | $5,478-71.6% | $10,827-85.6% |