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 | $75,444 | $92,703-18.6% | $82,719-8.8% | $134,475-43.9% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -14.89% | 944.92%-959.8pp | 701.18%-716.1pp | 417.96%-432.9pp |
| Employer contribution / active EE | $4,671 | $3,274+42.7% | $3,009+55.2% | $4,740-1.4% |
| Participant deferral / active EE | $9,015 | $4,802+87.7% | $4,395+105.1% | $6,400+40.9% |
| Admin fee / account holder | $1,770 | $5,983-70.4% | $5,329-66.8% | $11,426-84.5% |