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 8-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 | $50,658 | $97,757-48.2% | $83,848-39.6% | $135,375-62.6% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -0.54% | 1287.37%-1287.9pp | 850.88%-851.4pp | 519.73%-520.3pp |
| Employer contribution / active EE | $3,500 | $4,222-17.1% | $3,631-3.6% | $4,779-26.8% |
| Participant deferral / active EE | $12,250 | $4,682+161.6% | $4,082+200.1% | $5,609+118.4% |
| Admin fee / account holder | $457 | $6,674-93.2% | $5,478-91.7% | $10,827-95.8% |