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 | $169,085 | $88,594+90.9% | $70,092+141.2% | $134,475+25.7% |
| Participation rate | 100.0% | 74.9%+25.1pp | 70.5%+29.5pp | 81.2%+18.8pp |
| Annual return | -15.65% | 442.67%-458.3pp | 190.73%-206.4pp | 417.96%-433.6pp |
| Employer contribution / active EE | $2,539 | $3,233-21.5% | $2,559-0.8% | $4,740-46.4% |
| Participant deferral / active EE | $10,185 | $4,772+113.4% | $3,849+164.6% | $6,400+59.1% |
| Admin fee / account holder | $7,282 | $10,441-30.3% | $6,267+16.2% | $11,426-36.3% |