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 | $28,770 | $101,283-71.6% | $75,826-62.1% | $135,375-78.7% |
| Participation rate | 100.0% | 72.7%+27.3pp | 68.2%+31.8pp | 82.6%+17.4pp |
| Annual return | -6.61% | 3384.62%-3391.2pp | 1914.15%-1920.8pp | 519.73%-526.3pp |
| Employer contribution / active EE | $1,391 | $2,382-41.6% | $1,913-27.3% | $4,779-70.9% |
| Participant deferral / active EE | $3,505 | $3,469+1.0% | $2,862+22.4% | $5,609-37.5% |
| Admin fee / account holder | $380 | $6,539-94.2% | $4,726-92.0% | $10,827-96.5% |