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 | $57,978 | $135,635-57.3% | $110,238-47.4% | $135,375-57.2% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -6.66% | 513.19%-519.8pp | 314.74%-321.4pp | 519.73%-526.4pp |
| Employer contribution / active EE | $3,092 | $4,906-37.0% | $3,826-19.2% | $4,779-35.3% |
| Participant deferral / active EE | $2,029 | $5,506-63.1% | $4,672-56.6% | $5,609-63.8% |
| Admin fee / account holder | $5,873 | $11,457-48.7% | $8,547-31.3% | $10,827-45.8% |