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 | $95,049 | $138,065-31.2% | $123,544-23.1% | $135,375-29.8% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -7.83% | 153.68%-161.5pp | 119.20%-127.0pp | 519.73%-527.6pp |
| Employer contribution / active EE | $6,520 | $5,151+26.6% | $4,628+40.9% | $4,779+36.4% |
| Participant deferral / active EE | $9,106 | $6,799+33.9% | $6,426+41.7% | $5,609+62.3% |
| Admin fee / account holder | $648 | $10,916-94.1% | $9,284-93.0% | $10,827-94.0% |