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 | $51,567 | $97,757-47.2% | $83,848-38.5% | $135,375-61.9% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -0.13% | 1287.37%-1287.5pp | 850.88%-851.0pp | 519.73%-519.9pp |
| Employer contribution / active EE | $2,224 | $4,222-47.3% | $3,631-38.7% | $4,779-53.5% |
| Participant deferral / active EE | $5,761 | $4,682+23.0% | $4,082+41.1% | $5,609+2.7% |
| Admin fee / account holder | $474 | $6,674-92.9% | $5,478-91.4% | $10,827-95.6% |