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 | $85,819 | $97,757-12.2% | $83,848+2.4% | $135,375-36.6% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -7.94% | 1287.37%-1295.3pp | 850.88%-858.8pp | 519.73%-527.7pp |
| Employer contribution / active EE | $6,745 | $4,222+59.8% | $3,631+85.8% | $4,779+41.1% |
| Participant deferral / active EE | $10,661 | $4,682+127.7% | $4,082+161.2% | $5,609+90.1% |
| Admin fee / account holder | $4,535 | $6,674-32.0% | $5,478-17.2% | $10,827-58.1% |