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 | $93,332 | $135,635-31.2% | $110,238-15.3% | $135,375-31.1% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -2.98% | 513.19%-516.2pp | 314.74%-317.7pp | 519.73%-522.7pp |
| Employer contribution / active EE | $2,533 | $4,906-48.4% | $3,826-33.8% | $4,779-47.0% |
| Participant deferral / active EE | $7,017 | $5,506+27.4% | $4,672+50.2% | $5,609+25.1% |
| Admin fee / account holder | $29,428 | $11,457+156.9% | $8,547+244.3% | $10,827+171.8% |