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 | $83,499 | $106,543-21.6% | $91,220-8.5% | $134,475-37.9% |
| Participation rate | 95.7% | 76.8%+18.8pp | 73.2%+22.5pp | 81.2%+14.4pp |
| Annual return | -10.95% | 160.60%-171.6pp | 114.01%-125.0pp | 417.96%-428.9pp |
| Employer contribution / active EE | $14,500 | $3,331+335.4% | $2,850+408.7% | $4,740+205.9% |
| Participant deferral / active EE | $4,942 | $4,719+4.7% | $4,234+16.7% | $6,400-22.8% |
| Admin fee / account holder | $4,322 | $6,231-30.6% | $5,420-20.2% | $11,426-62.2% |