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 | $61,093 | $92,703-34.1% | $82,719-26.1% | $134,475-54.6% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -15.51% | 944.92%-960.4pp | 701.18%-716.7pp | 417.96%-433.5pp |
| Employer contribution / active EE | $1,944 | $3,274-40.6% | $3,009-35.4% | $4,740-59.0% |
| Participant deferral / active EE | $5,964 | $4,802+24.2% | $4,395+35.7% | $6,400-6.8% |
| Admin fee / account holder | $5,473 | $5,983-8.5% | $5,329+2.7% | $11,426-52.1% |