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 | $60,075 | $97,757-38.5% | $83,848-28.4% | $135,375-55.6% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -6.51% | 1287.37%-1293.9pp | 850.88%-857.4pp | 519.73%-526.2pp |
| Employer contribution / active EE | $2,006 | $4,222-52.5% | $3,631-44.8% | $4,779-58.0% |
| Participant deferral / active EE | $7,585 | $4,682+62.0% | $4,082+85.8% | $5,609+35.2% |
| Admin fee / account holder | $2,669 | $6,674-60.0% | $5,478-51.3% | $10,827-75.3% |