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 | $35,918 | $97,757-63.3% | $83,848-57.2% | $135,375-73.5% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -8.45% | 1287.37%-1295.8pp | 850.88%-859.3pp | 519.73%-528.2pp |
| Employer contribution / active EE | $2,753 | $4,222-34.8% | $3,631-24.2% | $4,779-42.4% |
| Participant deferral / active EE | $4,559 | $4,682-2.6% | $4,082+11.7% | $5,609-18.7% |
| Admin fee / account holder | $921 | $6,674-86.2% | $5,478-83.2% | $10,827-91.5% |