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 | $124,607 | $54,350+129.3% | $82,719+50.6% | $68,494+81.9% |
| Participation rate | 100.0% | 63.9%+36.1pp | 72.6%+27.4pp | 67.9%+32.1pp |
| Annual return | -15.57% | -13.67%-1.9pp | 701.18%-716.7pp | -7.84%-7.7pp |
| Employer contribution / active EE | $10,946 | $2,218+393.5% | $3,009+263.8% | $2,596+321.6% |
| Participant deferral / active EE | $11,742 | $3,246+261.7% | $4,395+167.2% | $4,027+191.6% |
| Admin fee / account holder | $30,482 | $4,395+593.5% | $5,329+472.0% | $5,403+464.2% |