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 | $41,377 | $90,600-54.3% | $79,464-47.9% | $135,375-69.4% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -6.80% | 977.43%-984.2pp | 718.14%-724.9pp | 519.73%-526.5pp |
| Employer contribution / active EE | $4,605 | $3,068+50.1% | $2,800+64.5% | $4,779-3.6% |
| Participant deferral / active EE | $4,974 | $4,050+22.8% | $3,704+34.3% | $5,609-11.3% |
| Admin fee / account holder | $2,389 | $5,907-59.5% | $5,113-53.3% | $10,827-77.9% |