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 | $38,425 | $92,703-58.6% | $82,719-53.5% | $134,475-71.4% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -14.25% | 944.92%-959.2pp | 701.18%-715.4pp | 417.96%-432.2pp |
| Employer contribution / active EE | $1,831 | $3,274-44.1% | $3,009-39.2% | $4,740-61.4% |
| Participant deferral / active EE | $2,189 | $4,802-54.4% | $4,395-50.2% | $6,400-65.8% |
| Admin fee / account holder | $1,310 | $5,983-78.1% | $5,329-75.4% | $11,426-88.5% |