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 | $92,674 | $138,065-32.9% | $123,544-25.0% | $135,375-31.5% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -7.84% | 153.68%-161.5pp | 119.20%-127.0pp | 519.73%-527.6pp |
| Employer contribution / active EE | $13,753 | $5,151+167.0% | $4,628+197.2% | $4,779+187.8% |
| Participant deferral / active EE | $8,123 | $6,799+19.5% | $6,426+26.4% | $5,609+44.8% |
| Admin fee / account holder | $330 | $10,916-97.0% | $9,284-96.4% | $10,827-97.0% |