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 | $87,393 | $54,350+60.8% | $82,719+5.7% | $68,494+27.6% |
| Participation rate | 100.0% | 63.9%+36.1pp | 72.6%+27.4pp | 67.9%+32.1pp |
| Annual return | -16.27% | -13.67%-2.6pp | 701.18%-717.4pp | -7.84%-8.4pp |
| Employer contribution / active EE | $15,869 | $2,218+615.4% | $3,009+427.4% | $2,596+511.2% |
| Participant deferral / active EE | $3,841 | $3,246+18.3% | $4,395-12.6% | $4,027-4.6% |
| Admin fee / account holder | $9,282 | $4,395+111.2% | $5,329+74.2% | $5,403+71.8% |