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 | $94,256 | $138,065-31.7% | $123,544-23.7% | $135,375-30.4% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -3.60% | 153.68%-157.3pp | 119.20%-122.8pp | 519.73%-523.3pp |
| Employer contribution / active EE | $4,491 | $5,151-12.8% | $4,628-2.9% | $4,779-6.0% |
| Participant deferral / active EE | $8,829 | $6,799+29.9% | $6,426+37.4% | $5,609+57.4% |
| Admin fee / account holder | $1,714 | $10,916-84.3% | $9,284-81.5% | $10,827-84.2% |