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 5-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 | $39,528 | $106,543-62.9% | $91,220-56.7% | $134,475-70.6% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.2%+26.8pp | 81.2%+18.8pp |
| Annual return | -9.15% | 160.60%-169.7pp | 114.01%-123.2pp | 417.96%-427.1pp |
| Employer contribution / active EE | $11,735 | $3,331+252.4% | $2,850+311.8% | $4,740+147.6% |
| Participant deferral / active EE | $8,887 | $4,719+88.3% | $4,234+109.9% | $6,400+38.9% |
| Admin fee / account holder | $366 | $6,231-94.1% | $5,420-93.2% | $11,426-96.8% |