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 7-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 | $25,117 | $92,703-72.9% | $82,719-69.6% | $134,475-81.3% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -16.98% | 944.92%-961.9pp | 701.18%-718.2pp | 417.96%-434.9pp |
| Employer contribution / active EE | $4,385 | $3,274+34.0% | $3,009+45.7% | $4,740-7.5% |
| Participant deferral / active EE | $9,668 | $4,802+101.3% | $4,395+120.0% | $6,400+51.1% |
| Admin fee / account holder | $4,229 | $5,983-29.3% | $5,329-20.6% | $11,426-63.0% |