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 7-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 | $53,592 | $92,703-42.2% | $82,719-35.2% | $134,475-60.1% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -13.63% | 944.92%-958.5pp | 701.18%-714.8pp | 417.96%-431.6pp |
| Employer contribution / active EE | $3,223 | $3,274-1.5% | $3,009+7.1% | $4,740-32.0% |
| Participant deferral / active EE | $14,257 | $4,802+196.9% | $4,395+224.4% | $6,400+122.8% |
| Admin fee / account holder | $396 | $5,983-93.4% | $5,329-92.6% | $11,426-96.5% |