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 | $40,354 | $106,543-62.1% | $91,220-55.8% | $134,475-70.0% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.2%+26.8pp | 81.2%+18.8pp |
| Annual return | -18.53% | 160.60%-179.1pp | 114.01%-132.5pp | 417.96%-436.5pp |
| Employer contribution / active EE | $2,748 | $3,331-17.5% | $2,850-3.6% | $4,740-42.0% |
| Participant deferral / active EE | $8,561 | $4,719+81.4% | $4,234+102.2% | $6,400+33.8% |
| Admin fee / account holder | $1,603 | $6,231-74.3% | $5,420-70.4% | $11,426-86.0% |