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 | $100,281 | $92,703+8.2% | $82,719+21.2% | $134,475-25.4% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -12.33% | 944.92%-957.2pp | 701.18%-713.5pp | 417.96%-430.3pp |
| Employer contribution / active EE | $2,297 | $3,274-29.8% | $3,009-23.7% | $4,740-51.5% |
| Participant deferral / active EE | $3,068 | $4,802-36.1% | $4,395-30.2% | $6,400-52.1% |
| Admin fee / account holder | $2,783 | $5,983-53.5% | $5,329-47.8% | $11,426-75.6% |