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 | $54,715 | $135,635-59.7% | $110,238-50.4% | $135,375-59.6% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -5.64% | 513.19%-518.8pp | 314.74%-320.4pp | 519.73%-525.4pp |
| Employer contribution / active EE | $2,431 | $4,906-50.4% | $3,826-36.5% | $4,779-49.1% |
| Participant deferral / active EE | $6,880 | $5,506+24.9% | $4,672+47.3% | $5,609+22.7% |
| Admin fee / account holder | $5,218 | $11,457-54.5% | $8,547-39.0% | $10,827-51.8% |