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 | $117,676 | $138,044-14.8% | $125,339-6.1% | $134,475-12.5% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -15.33% | 750.33%-765.7pp | 572.05%-587.4pp | 417.96%-433.3pp |
| Employer contribution / active EE | $1,859 | $5,243-64.6% | $4,814-61.4% | $4,740-60.8% |
| Participant deferral / active EE | $3,358 | $7,799-56.9% | $7,446-54.9% | $6,400-47.5% |
| Admin fee / account holder | $20,108 | $11,571+73.8% | $10,010+100.9% | $11,426+76.0% |