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 | $127,226 | $197,825-35.7% | $155,790-18.3% | $125,391+1.5% |
| Participation rate | 100.0% | 82.1%+17.9pp | 76.1%+23.9pp | 83.2%+16.8pp |
| Annual return | -2.99% | 86.74%-89.7pp | 71.54%-74.5pp | 282.22%-285.2pp |
| Employer contribution / active EE | $8,305 | $4,847+71.4% | $3,836+116.5% | $4,866+70.7% |
| Participant deferral / active EE | $16,500 | $5,630+193.1% | $4,797+244.0% | $5,352+208.3% |
| Admin fee / account holder | $16,067 | $9,545+68.3% | $7,478+114.9% | $9,540+68.4% |