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 | $44,617 | $99,640-55.2% | $86,436-48.4% | $134,475-66.8% |
| Participation rate | 100.0% | 82.0%+18.0pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -19.62% | 6782.58%-6802.2pp | 4394.89%-4414.5pp | 417.96%-437.6pp |
| Employer contribution / active EE | $2,693 | $4,400-38.8% | $3,769-28.5% | $4,740-43.2% |
| Participant deferral / active EE | $6,846 | $7,246-5.5% | $6,952-1.5% | $6,400+7.0% |
| Admin fee / account holder | $385 | $8,371-95.4% | $6,731-94.3% | $11,426-96.6% |