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 | $30,969 | $106,543-70.9% | $91,220-66.0% | $134,475-77.0% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.2%+26.8pp | 81.2%+18.8pp |
| Annual return | -13.69% | 160.60%-174.3pp | 114.01%-127.7pp | 417.96%-431.7pp |
| Employer contribution / active EE | $3,659 | $3,331+9.9% | $2,850+28.4% | $4,740-22.8% |
| Participant deferral / active EE | $3,333 | $4,719-29.4% | $4,234-21.3% | $6,400-47.9% |
| Admin fee / account holder | $1,010 | $6,231-83.8% | $5,420-81.4% | $11,426-91.2% |