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 | $36,219 | $138,065-73.8% | $123,544-70.7% | $135,375-73.2% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -9.02% | 153.68%-162.7pp | 119.20%-128.2pp | 519.73%-528.8pp |
| Employer contribution / active EE | $8,613 | $5,151+67.2% | $4,628+86.1% | $4,779+80.2% |
| Participant deferral / active EE | $4,996 | $6,799-26.5% | $6,426-22.2% | $5,609-10.9% |
| Admin fee / account holder | $1,208 | $10,916-88.9% | $9,284-87.0% | $10,827-88.8% |