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 | $82,029 | $135,635-39.5% | $110,238-25.6% | $135,375-39.4% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -7.48% | 513.19%-520.7pp | 314.74%-322.2pp | 519.73%-527.2pp |
| Employer contribution / active EE | $4,818 | $4,906-1.8% | $3,826+25.9% | $4,779+0.8% |
| Participant deferral / active EE | $2,560 | $5,506-53.5% | $4,672-45.2% | $5,609-54.4% |
| Admin fee / account holder | $991 | $11,457-91.3% | $8,547-88.4% | $10,827-90.8% |