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 | $106,572 | $138,065-22.8% | $123,544-13.7% | $135,375-21.3% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -5.73% | 153.68%-159.4pp | 119.20%-124.9pp | 519.73%-525.5pp |
| Employer contribution / active EE | $5,589 | $5,151+8.5% | $4,628+20.8% | $4,779+16.9% |
| Participant deferral / active EE | $13,028 | $6,799+91.6% | $6,426+102.8% | $5,609+132.3% |
| Admin fee / account holder | $33,010 | $10,916+202.4% | $9,284+255.6% | $10,827+204.9% |