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 9-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 | $65,173 | $92,703-29.7% | $82,719-21.2% | $134,475-51.5% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -7.48% | 944.92%-952.4pp | 701.18%-708.7pp | 417.96%-425.4pp |
| Employer contribution / active EE | $4,252 | $3,274+29.9% | $3,009+41.3% | $4,740-10.3% |
| Participant deferral / active EE | $13,299 | $4,802+176.9% | $4,395+202.6% | $6,400+107.8% |
| Admin fee / account holder | $1,866 | $5,983-68.8% | $5,329-65.0% | $11,426-83.7% |