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 | $46,312 | $138,065-66.5% | $123,544-62.5% | $135,375-65.8% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -6.09% | 153.68%-159.8pp | 119.20%-125.3pp | 519.73%-525.8pp |
| Employer contribution / active EE | $4,340 | $5,151-15.8% | $4,628-6.2% | $4,779-9.2% |
| Participant deferral / active EE | $9,530 | $6,799+40.2% | $6,426+48.3% | $5,609+69.9% |
| Admin fee / account holder | $1,215 | $10,916-88.9% | $9,284-86.9% | $10,827-88.8% |