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 | $43,904 | $39,798+10.3% | $67,711-35.2% | $59,632-26.4% |
| Participation rate | 100.0% | 57.4%+42.6pp | 67.5%+32.5pp | 68.7%+31.3pp |
| Annual return | -1.47% | 89.94%-91.4pp | 25.41%-26.9pp | 2041.28%-2042.8pp |
| Employer contribution / active EE | $2,682 | $1,393+92.5% | $2,559+4.8% | $2,203+21.7% |
| Participant deferral / active EE | $3,277 | $2,335+40.3% | $3,585-8.6% | $3,192+2.7% |
| Admin fee / account holder | $3,997 | $3,212+24.5% | $4,255-6.1% | $4,297-7.0% |