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 | $30,165 | $97,757-69.1% | $83,848-64.0% | $135,375-77.7% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -6.70% | 1287.37%-1294.1pp | 850.88%-857.6pp | 519.73%-526.4pp |
| Employer contribution / active EE | $6,536 | $4,222+54.8% | $3,631+80.0% | $4,779+36.8% |
| Participant deferral / active EE | $5,915 | $4,682+26.3% | $4,082+44.9% | $5,609+5.5% |
| Admin fee / account holder | $660 | $6,674-90.1% | $5,478-88.0% | $10,827-93.9% |