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 | $84,891 | $106,543-20.3% | $91,220-6.9% | $134,475-36.9% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.2%+26.8pp | 81.2%+18.8pp |
| Annual return | -10.46% | 160.60%-171.1pp | 114.01%-124.5pp | 417.96%-428.4pp |
| Employer contribution / active EE | $16,531 | $3,331+396.4% | $2,850+480.0% | $4,740+248.8% |
| Participant deferral / active EE | $11,240 | $4,719+138.2% | $4,234+165.5% | $6,400+75.6% |
| Admin fee / account holder | $10,961 | $6,231+75.9% | $5,420+102.2% | $11,426-4.1% |