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 | $54,006 | $180,449-70.1% | $154,107-65.0% | $135,375-60.1% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -7.32% | 888.09%-895.4pp | 735.12%-742.4pp | 519.73%-527.1pp |
| Employer contribution / active EE | $13,921 | $6,035+130.7% | $5,298+162.8% | $4,779+191.3% |
| Participant deferral / active EE | $8,346 | $5,806+43.8% | $5,081+64.3% | $5,609+48.8% |
| Admin fee / account holder | $2,064 | $16,143-87.2% | $13,411-84.6% | $10,827-80.9% |