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 | $23,278 | $84,695-72.5% | $73,843-68.5% | $125,391-81.4% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.4%+26.6pp | 83.2%+16.8pp |
| Annual return | -1.40% | 3123.53%-3124.9pp | 2267.84%-2269.2pp | 282.22%-283.6pp |
| Employer contribution / active EE | $4,228 | $3,123+35.4% | $2,787+51.7% | $4,866-13.1% |
| Participant deferral / active EE | $4,035 | $3,992+1.1% | $3,583+12.6% | $5,352-24.6% |
| Admin fee / account holder | $349 | $5,691-93.9% | $4,880-92.9% | $9,540-96.3% |