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 4-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 | $82,863 | $106,543-22.2% | $91,220-9.2% | $134,475-38.4% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.2%+26.8pp | 81.2%+18.8pp |
| Annual return | -11.73% | 160.60%-172.3pp | 114.01%-125.7pp | 417.96%-429.7pp |
| Employer contribution / active EE | $3,459 | $3,331+3.9% | $2,850+21.4% | $4,740-27.0% |
| Participant deferral / active EE | $10,555 | $4,719+123.7% | $4,234+149.3% | $6,400+64.9% |
| Admin fee / account holder | $28,247 | $6,231+353.3% | $5,420+421.2% | $11,426+147.2% |