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 | $91,803 | $104,106-11.8% | $71,086+29.1% | $135,375-32.2% |
| Participation rate | 100.0% | 65.7%+34.3pp | 54.7%+45.3pp | 82.6%+17.4pp |
| Annual return | -1.33% | 1256.30%-1257.6pp | 650.59%-651.9pp | 519.73%-521.1pp |
| Employer contribution / active EE | $2,337 | $1,485+57.4% | $1,088+114.9% | $4,779-51.1% |
| Participant deferral / active EE | $7,565 | $2,527+199.4% | $1,874+303.6% | $5,609+34.9% |
| Admin fee / account holder | $1,790 | $4,142-56.8% | $3,082-41.9% | $10,827-83.5% |