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 9-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 | $22,250 | $88,594-74.9% | $70,092-68.3% | $134,475-83.5% |
| Participation rate | 100.0% | 74.9%+25.1pp | 70.5%+29.5pp | 81.2%+18.8pp |
| Annual return | -16.29% | 442.67%-459.0pp | 190.73%-207.0pp | 417.96%-434.3pp |
| Employer contribution / active EE | $3,708 | $3,233+14.7% | $2,559+44.9% | $4,740-21.8% |
| Participant deferral / active EE | $3,605 | $4,772-24.5% | $3,849-6.3% | $6,400-43.7% |
| Admin fee / account holder | $485 | $10,441-95.4% | $6,267-92.3% | $11,426-95.8% |