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 | $50,150 | $92,703-45.9% | $82,719-39.4% | $134,475-62.7% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -11.43% | 944.92%-956.4pp | 701.18%-712.6pp | 417.96%-429.4pp |
| Employer contribution / active EE | $1,208 | $3,274-63.1% | $3,009-59.9% | $4,740-74.5% |
| Participant deferral / active EE | $3,406 | $4,802-29.1% | $4,395-22.5% | $6,400-46.8% |
| Admin fee / account holder | $26,374 | $5,983+340.9% | $5,329+394.9% | $11,426+130.8% |