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 | $61,378 | $97,757-37.2% | $83,848-26.8% | $135,375-54.7% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -5.27% | 1287.37%-1292.6pp | 850.88%-856.1pp | 519.73%-525.0pp |
| Employer contribution / active EE | $1,679 | $4,222-60.2% | $3,631-53.8% | $4,779-64.9% |
| Participant deferral / active EE | $5,518 | $4,682+17.9% | $4,082+35.2% | $5,609-1.6% |
| Admin fee / account holder | $645 | $6,674-90.3% | $5,478-88.2% | $10,827-94.0% |