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 6-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 | $19,062 | $84,402-77.4% | $61,373-68.9% | $134,475-85.8% |
| Participation rate | 100.0% | 62.2%+37.8pp | 52.6%+47.4pp | 81.2%+18.8pp |
| Annual return | -13.77% | 584.55%-598.3pp | 338.61%-352.4pp | 417.96%-431.7pp |
| Employer contribution / active EE | $3,326 | $1,544+115.3% | $1,159+186.8% | $4,740-29.8% |
| Participant deferral / active EE | $3,693 | $2,819+31.0% | $2,125+73.8% | $6,400-42.3% |
| Admin fee / account holder | $664 | $2,585-74.3% | $2,130-68.8% | $11,426-94.2% |