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 | $31,637 | $135,635-76.7% | $110,238-71.3% | $135,375-76.6% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -4.65% | 513.19%-517.8pp | 314.74%-319.4pp | 519.73%-524.4pp |
| Employer contribution / active EE | $3,253 | $4,906-33.7% | $3,826-15.0% | $4,779-31.9% |
| Participant deferral / active EE | $4,779 | $5,506-13.2% | $4,672+2.3% | $5,609-14.8% |
| Admin fee / account holder | $639 | $11,457-94.4% | $8,547-92.5% | $10,827-94.1% |