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 | $60,953 | $106,543-42.8% | $91,220-33.2% | $134,475-54.7% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.2%+26.8pp | 81.2%+18.8pp |
| Annual return | -8.44% | 160.60%-169.0pp | 114.01%-122.5pp | 417.96%-426.4pp |
| Employer contribution / active EE | $1,341 | $3,331-59.8% | $2,850-53.0% | $4,740-71.7% |
| Participant deferral / active EE | $5,112 | $4,719+8.3% | $4,234+20.8% | $6,400-20.1% |
| Admin fee / account holder | $1,233 | $6,231-80.2% | $5,420-77.2% | $11,426-89.2% |