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 | $89,817 | $97,757-8.1% | $83,848+7.1% | $135,375-33.7% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -8.15% | 1287.37%-1295.5pp | 850.88%-859.0pp | 519.73%-527.9pp |
| Employer contribution / active EE | $4,146 | $4,222-1.8% | $3,631+14.2% | $4,779-13.3% |
| Participant deferral / active EE | $13,361 | $4,682+185.4% | $4,082+227.3% | $5,609+138.2% |
| Admin fee / account holder | $17,116 | $6,674+156.5% | $5,478+212.4% | $10,827+58.1% |