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 | $45,384 | $92,703-51.0% | $82,719-45.1% | $134,475-66.3% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -17.36% | 944.92%-962.3pp | 701.18%-718.5pp | 417.96%-435.3pp |
| Employer contribution / active EE | $2,203 | $3,274-32.7% | $3,009-26.8% | $4,740-53.5% |
| Participant deferral / active EE | $4,159 | $4,802-13.4% | $4,395-5.4% | $6,400-35.0% |
| Admin fee / account holder | $633 | $5,983-89.4% | $5,329-88.1% | $11,426-94.5% |