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 | $70,904 | $104,106-31.9% | $71,086-0.3% | $135,375-47.6% |
| Participation rate | 100.0% | 65.7%+34.3pp | 54.7%+45.3pp | 82.6%+17.4pp |
| Annual return | -6.29% | 1256.30%-1262.6pp | 650.59%-656.9pp | 519.73%-526.0pp |
| Employer contribution / active EE | $7,592 | $1,485+411.3% | $1,088+598.0% | $4,779+58.9% |
| Participant deferral / active EE | $6,125 | $2,527+142.4% | $1,874+226.8% | $5,609+9.2% |
| Admin fee / account holder | $730 | $4,142-82.4% | $3,082-76.3% | $10,827-93.3% |